David Hartman is a registered investment advisor at Wrw Wealth Advisors, based in Sherman Oaks, CA, with 8 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee, potentially resulting in a reduced fee.
Fee Estimator
Location
15260 Ventura Boulevard, Suite 1910, Sherman Oaks, CA, 91403
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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 Activities
David is a full-time employee of the CPA firm Wishnow, Ross, Warsavsky & Company, providing accounting and tax services since 1986. This activity is not investment-related.
Employment History
Current Registrations
Wrw Wealth Advisors
Previous Registrations
Wrw Wealth Advisors
State Registrations1 state
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.