# David Smith

> David Smith is a fee-only financial advisor at Impassioned Wealth Management in Napoleon, Ohio. Impassioned Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-smith-1402553/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Impassioned Wealth Management
- **Based in:** Napoleon, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $18.3M across 35 accounts
- **CRD:** 1402553 (https://adviserinfo.sec.gov/individual/summary/1402553)
- **SEC registration:** Investment adviser representative in CA, OH
- **Exams passed:** Series 63 (1989), Series 65 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.impassionedwealthmanagement.com

## Frequently asked questions

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

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

### Where is David Smith based?

David Smith is based in Napoleon, Ohio.

### Is David Smith registered with the SEC?

Yes. David Smith is registered as an investment adviser representative in CA and OH (CRD 1402553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Impassioned Wealth Management manage?

Impassioned Wealth Management reports $18.3M across 35 accounts in assets under management.

### How do I contact David Smith?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1402553): 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.