David Allen Dewolf
CFP®Professional Summary
David Allen Dewolf, CFP®, who also goes by David Dewolf, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS, LLC located in El Segundo, California. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. David has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
Specializations
Biography
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css); David works with successful business owners and executives as their Personal CFO, ensuring they do not lose the wealth they've created. Dave holds a BA in Business Economics from UCLA as well as an MBA from UCLA Anderson. He is actively involved in the community, including serving on the Board of Directors for several Los Angeles area charitable organizations. Dave is married with twin boys, and enjoys scuba diving, spending time at the...
Other Aliases
David Dewolf
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
QUANTUM FINANCIAL ADVISORS, LLC
Contact Information
Main Address
530 Wilshire Blvd Ste 206, Santa Monica, CA 90401Phone Number
(424) 447-8268# of Employees
16SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,707AUM (Assets Under Management)
$1,484,111,762Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
QUANTUM FINANCIAL ADVISORS, LLC
State Registrations and Notice Filings
(1/3/2022)
(4/29/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Allen Dewolf's CRS (Customer Relationship Summary).
Services Offered by David
- Business Services
- Retirement Planning
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
- Investment Management
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