AUMdb
DP

David Potter Wolfensperger

CRD 2406261 Certified Financial Planner

Firms

FirmRoleAs of
Stewart Wealth Management, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗