David Wayne Schleis

Employer firm

Ds Wealth Advisors, Inc. CRD 172878

$35.4M regulatory AUM 135 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2000 → Present
  Ds Financial Services Llc
  Pittsburgh, PA
• 01/2000 → Present
  Dw Schleis Llc
  Pittsburgh, PA
• 11/2014 → Present
  Ds Wealth Advisors, Inc.
  Pittsburgh, PA

Previous Registrations

• 2009-11-13 → 2014-12-05
  Centaurus Financial, Inc.
  Leesburg, VA
  Pittsburgh, PA
  Leesburg, VA
• 2005-08-08 → 2009-11-24
  Questar Asset Management, Inc.
  Pittsburgh, PA
• 2001-02-08 → 2002-08-06
  The Masters, Inc.
  Overland Pk, KS

Other Businesses

David W Schleis is an accountant and owner of DS Financial Advisors, Inc., and a licensed independent insurance agent, and owner of D.W. Schleis, LLC. From time to time, he may offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. DSWAI always acts in the best interest of the client, including the sale of commissionable products to advisory clients, and clients are in no way required to the services of any representative of DSWAI in connection with such individual's activities outside of DSWAI. David W Schleis is a partner of DS Tax Advisors, LP, DS Tax Advisors, LP occasionally will perform outside tax, business and accounting services. No products or an ownership interest are offered thru this company. David W Schleis is the sole owner of Key Lime Properties, LLC, a rental real estate company. No products or services are offered to the public. David W Schleis is a partner of both Key Lime Slices, LLC and Key Lime Slices, LP, a private family trust. No products or services are offered to the public.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-17
• S63 Uniform Securities Agent State Law Examination
  1988-11-11

Other Names

• Dave Schleis