David Charles Grimm
Investment adviser representative at 15 Wealth Advisors LLC
27 yearsExperience
1 stateRegistered in
$481.5MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- 15 Wealth Advisors LLCApr 2026 to now
- Superior Plastics IncFeb 1999 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
15 Wealth Advisors LLC
$481.5MAssets managed
687Clients
9Advisers
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
- 8248845
- Firm CRD
- 337459