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David Nmn Savir

Investment adviser representative at Element Pointe Family Office
10 yearsExperience
2 statesRegistered in
$1.2BFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Element Pointe Family OfficeMay 2016 to now
  2. Element Pointe Advisors, LLC dba Element Pointe Family OfficeMar 2016 to now

Exams passed

  • Series 66 · Uniform Combined State Law2009
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Element Pointe Family Office

Legal name: Element Pointe Advisors, LLC

$1.2BAssets managed
54Clients
8Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5547648
Firm CRD
282750
Advisor's SEC record (opens in a new tab)
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