David Rae
DRM Wealth Management LLC · Los Angeles, California
David Rae is a fee-only financial advisor at DRM Wealth Management LLC in Los Angeles, California, who holds the CFP credential. DRM Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | DRM Wealth Management LLC |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.5M across 357 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4630789 |
| Exams passed | Series 63 (2003) · Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | davidraefp.com |
| Profile |
How David's firm compares
- DRM Wealth Management LLC's average account is about $307,000, from its Form ADV (assets managed divided by 357 accounts).
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Questions about David
Is David Rae a fee-only financial advisor?
Yes. David Rae is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, DRM Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Rae based?
David Rae is based in Los Angeles, California.
What credentials does David Rae hold?
David Rae holds the CFP credential.
Is David Rae registered with the SEC?
Yes. David Rae is registered as an investment adviser representative in CA and TX (CRD 4630789), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does DRM Wealth Management LLC manage?
DRM Wealth Management LLC reports $109.5M across 357 accounts in assets under management.
How do I contact David Rae?
Through David's website, davidraefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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