David Smith
Impassioned Wealth Management · Napoleon, Ohio
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.
Request an introduction to David →
Facts
| Firm | Impassioned Wealth Management |
|---|---|
| Based in | Napoleon, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $18.3M across 35 accounts |
| SEC registration | Investment adviser representative in CA, OH · CRD 1402553 |
| Exams passed | Series 63 (1989) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.impassionedwealthmanagement.com |
| Profile |
How David's firm compares
- Impassioned Wealth Management's average account is about $522,000, from its Form ADV (assets managed divided by 35 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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.
See something wrong? Request a correction. Read our methodology.