# David Donze

> David Donze is a fee-only financial advisor at Freedom Wealth in Appleton, Wisconsin. Freedom Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-donze/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Freedom Wealth
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $6.3M across 115 accounts
- **CRD:** 6436008 (https://adviserinfo.sec.gov/individual/summary/6436008)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.yourfreedomwealth.com/

## Frequently asked questions

### Is David Donze a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Freedom Wealth 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, Freedom Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Donze based?

David Donze is based in Appleton, Wisconsin.

### Is David Donze registered with the SEC?

Yes. David Donze is registered as an investment adviser representative in WI (CRD 6436008), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Freedom Wealth manage?

Freedom Wealth reports $6.3M across 115 accounts in assets under management.

### How do I contact David Donze?

Through David's website, www.yourfreedomwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6436008): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.