David Manookin is a registered investment advisor at Osaic Wealth, INC., based in Salt Lake City, UT, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
257 East 200 So., Suite 100, Salt Lake City, UT, 84111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a Managing Executive and OSJ for Ashworth Management, LLC, focusing on compliance and business building, which occupies his full-time. He also serves as Vice President of the South High Alumni Association, dedicating minimal time to fundraising and awarding scholarships.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Stone Hill Advisory Services INC.
W.H. Stuart Investment Advisory Corporation
Stuart Securities CORP.Broker
Royal Alliance Associates, INC.Broker
Wma Securities, INC.Broker
State Registrations43 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.