David Dardashti
Spearhead Advisors · Newport Beach, California
David Dardashti is a fee-only financial advisor at Spearhead Advisors in Newport Beach, California. Spearhead Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Spearhead Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.8M across 109 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4958265 |
| Exams passed | Series 63 (2008) · Series 65 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | spearhead.investments |
How David's firm compares
- Spearhead Advisors's average account is about $329,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about David
Is David Dardashti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Spearhead Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Spearhead Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Dardashti based?
David Dardashti is based in Newport Beach, California.
Is David Dardashti registered with the SEC?
Yes. David Dardashti is registered as an investment adviser representative in CA (CRD 4958265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spearhead Advisors manage?
Spearhead Advisors reports $35.8M across 109 accounts in assets under management.
How do I contact David Dardashti?
Through David's website, spearhead.investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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