David Donze
Freedom Wealth · Appleton, Wisconsin
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.
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Facts
| Firm | Freedom Wealth |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.3M across 115 accounts |
| SEC registration | Investment adviser representative in WI · CRD 6436008 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.yourfreedomwealth.com |
| Profile |
How David's firm compares
- Freedom Wealth's average account is about $55,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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