David Weikert is a CFP-designated registered investment advisor at Seia, based in Los Angeles, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,772 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SEIA offers several investment management programs. Fees are calculated as a percentage of your portfolio's value, including cash, interest, and dividends. The exact fee is negotiated based on your situation, the complexity of your plan, and the types of investments. Fees can be a single rate, tiered, or breakpoint. Fees are paid quarterly. SEIA also uses third-party money managers, who bill clients directly.
Location
2121 Avenue of the Stars, Suite 1600, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an investment committee member for Central Moravian Church, dedicating minimal time. He is also a director of client service at Market Street Financial Advisors, LLC, focusing on insurance sales and service, and a partner at SEIA LLC, an RIA, dedicating full-time hours.
Employment History
Current Registrations
Seia
Signature Estate Securities, LLC
Signature Estate Securities, LLCBroker
Previous Registrations
Cedar Brook Group
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Mercap Advisors, INC.
Mercap Securities, LLCBroker
Merion Wealth Partners, LLC
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
Market Street Financial Advisors, LLC
Lincoln Financial Securities CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.