David Karem
Blend Wealth · Louisville, Kentucky
David Karem is a fee-only financial advisor at Blend Wealth in Louisville, Kentucky. Blend Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Blend Wealth |
|---|---|
| Based in | Louisville, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $55.7M across 372 accounts |
| SEC registration | Investment adviser representative in IN, KY · CRD 8088476 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.blendwealth.com |
How David's firm compares
- Blend Wealth's average account is about $150,000, from its Form ADV (assets managed divided by 372 accounts).
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Questions about David
Is David Karem a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Blend 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, Blend Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Karem based?
David Karem is based in Louisville, Kentucky.
Is David Karem registered with the SEC?
Yes. David Karem is registered as an investment adviser representative in IN and KY (CRD 8088476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blend Wealth manage?
Blend Wealth reports $55.7M across 372 accounts in assets under management.
How do I contact David Karem?
Through David's website, www.blendwealth.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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