David A. Tawil
Professional summary
David A Tawil, who also goes by David Adam Tawil, is a registered financial advisor currently at PRIVATE WEALTH ASSET MANAGEMENT located in San Antonio, Texas.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. David has worked at 2 firms and has passed the Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David A Tawil's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2022 - Present
PRIVATE WEALTH ASSET MANAGEMENT
Office #1: 112 E. Pecan St. Suite 525, San Antonio, TX 78205July 3, 2001 - May 4, 2005
WELLS FARGO INVESTMENTS, LLC
Primary Firm SEC Registration
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/11/2022)
Exams
Current Firm
PRIVATE WEALTH ASSET MANAGEMENT
CRD#: 315819 / SEC#: 801-122065
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,947 |
| AUM (Assets Under Management) | $ 1,849,717,875 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/16/2025 | ||
| 12/06/2024 | ||
| 12/06/2024 | ||
| 01/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
