David Giannini
Truvista Advisors · Redmond, Washington
David Giannini is a fee-only financial advisor at Truvista Advisors in Redmond, Washington. David focuses on family wealth transfer. Truvista Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Truvista Advisors |
|---|---|
| Based in | Redmond, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $65.1M across 133 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2735499 |
| Exams passed | Series 63 (1996) · Series 65 (1996) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | truvistaadvisors.com |
How David's firm compares
- Truvista Advisors's average account is about $490,000, from its Form ADV (assets managed divided by 133 accounts).
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Questions about David
Is David Giannini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Truvista 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, Truvista Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is David Giannini based?
David Giannini is based in Redmond, Washington.
What does David specialize in?
David's specialties include family wealth transfer. David works with multi-generational families.
Is David Giannini registered with the SEC?
Yes. David Giannini is registered as an investment adviser representative in WA (CRD 2735499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Truvista Advisors manage?
Truvista Advisors reports $65.1M across 133 accounts in assets under management.
How do I contact David Giannini?
Through David's website, truvistaadvisors.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
- Truvista Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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