DS
DS

David Allen Siemer

17 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
30 clients
Average Client Portfolio
$11.7M average
Assets Under Management
$351.6M

Fee Structure

Financial Planning:Investment management only
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Location

12400 Wilshire Boulevard, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a managing member of Siemer Ventures since 2011, and a managing partner at Wavemaker Partners since 2014, both venture capital funds. He is also a managing member of Wavemaker Genesis, a hedge fund, since 2018, dedicating about a quarter of his time.

Employment History
Current Registrations
Wave Digital Assets LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Wave Financial
February 2019 - June 2020 · 1 yr 4 mos
Bond Lane Partners LLCBroker
June 2018 - September 2018 · 3 mos
China Ecapital Partners, LLCBroker
March 2010 - May 2018 · 8 yrs 2 mos
Montgomery & CO., LLCBroker
September 2005 - October 2007 · 2 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.