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David Adam Nachtweih

Investment adviser representative at Cultivate Wealth Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$125.3MFirm assets

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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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Cultivate Wealth Partners LLCMay 2026 to now
  2. Edward JonesDec 2014 to May 2026

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

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

Cultivate Wealth Partners

Legal name: Cultivate Wealth Partners LLC

$125.3MAssets managed
85Clients
1Advisers
Under 1 yearIn 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
6428483
Firm CRD
340314
Advisor's SEC record (opens in a new tab)
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