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David Alan Hartman

Wrw Wealth Advisors

Sherman Oaks, CA

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Current Employers
Wrw Wealth Advisors

15260 Ventura Boulevard Suite 1910, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-10
  • CA RA
    APPROVED
    Since 2025-12-10

Branch Locations

15260 Ventura Boulevard Suite 1910, Sherman Oaks, CA 91403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wishnow, Ross, Warsavsky & Company Encino CA 07/1986 Present
Wrw Wealth Advisors Sherman Oaks CA 11/2017 Present
  • 07/1986 → Present
    Wishnow, Ross, Warsavsky & Company
    Encino, CA
  • 11/2017 → Present
    Sherman Oaks, CA
Previous Registrations
Other Businesses

Employee of CPA firm Wishnow, Ross, Warsavsky & Company 15260 Ventura Boulevard, Suite 1910 Sherman Oaks, California 91403 Started in July 1986 and still employed full time - 40 hours per week Accounting and tax services Not investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-27
  • S65 Uniform Investment Adviser Law Examination
    2017-11-27

View on SEC IAPD

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