David Wassmuth
David Wassmuth is a registered investment advisor at Central Point Wealth Management LLC, based in Beavercreek Township, OH, with 2 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 2 clients with $630K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Location
Beavercreek Township, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a Program Manager for the United States Air Force in Washington, DC since 2005. This is not investment-related and occupies nearly all of David's time.
Employment History
Current Registrations
Central Point Wealth Management LLC
State Registrations1 state
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