David C. Grimm

15 WEALTH ADVISORS

Dublin, OH

CRD#: 8248845

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Professional summary

David Charles Grimm, who also goes by David Grimm, is a registered financial advisor currently at 15 WEALTH ADVISORS LLC located in Dublin, Ohio.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. David has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Grimm

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Charles Grimm's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 7, 2026 - Present

15 WEALTH ADVISORS LLC

RIA

CRD#: 337459

Dublin, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(4/7/2026)

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

State Security Law Exam

IAR

Series 65

Date: 10/9/2025

Uniform Investment Adviser Law Examination

Current Firm

15 WEALTH ADVISORS LLC

15 WEALTH ADVISORS LLC | WEATHFUSION ADVISORS LLC

CRD#: 337459 / SEC#: 801-135695

RIA

Registered Investment Advisory firm - (3/25/2026 120-Day Approval)

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Contact information

Main Address

291 N Archer Ave, Mundelein, IL 60060

Mailing Address

Phone number

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- 15 WEALTH ADVISORS LLC (3/25/2026)

WRAP FEE BROCHURE- 15 WEALTH ADVISORS LLC (3/25/2026)

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.

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David C. Grimm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Charles Grimm's CRS (Customer Relationship Summary).

Certified licenses

Experience

15 WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/9/2025

Current Firm

15 WEALTH ADVISORS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

15 WEALTH ADVISORS LLC

TRUST BUT VERIFY

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