David Walsvick
Walsvick Wealth Management · Phoenix, Arizona
David Walsvick is a fee-only financial advisor at Walsvick Wealth Management in Phoenix, Arizona. David charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Walsvick Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $4.4M across 16 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5002093 |
| Exams passed | Series 63 (2012) · Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wwmwealth.net |
How David's firm compares
- Walsvick Wealth Management's average account is about $275,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about David
Is David Walsvick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Walsvick 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 charges a percentage of assets.
Where is David Walsvick based?
David Walsvick is based in Phoenix, Arizona.
What does David specialize in?
David's specialties include retirement planning and estate & legacy planning.
Is David Walsvick registered with the SEC?
Yes. David Walsvick is registered as an investment adviser representative in AZ (CRD 5002093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Walsvick Wealth Management manage?
Walsvick Wealth Management reports $4.4M across 16 accounts in assets under management.
How do I contact David Walsvick?
Through David's website, www.wwmwealth.net.
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
- Walsvick Wealth Management 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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