David Patrick Smith

Financial advisor at Wealth Management · St. Louis, MO

Last updated 2026-10-10

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David Patrick Smith is a financial advisor at Wealth Management in St. Louis, MO, CRD 4718057. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2011-02-04.

Registration

CRD number
4718057
Registration status
Active
IAPD registration
2011-02-04
Industry Experience
15 years
Work Experience
19 years
States registered
MO

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2007-07 to 2016-12 · Smith Patrick LLC · St. Louis, MO
  • 2016-01 to 2018-01 · Blue Ocean Portfolios, LLC · St. Louis, MO
  • 2017-01 to 2019-08 · Swink, Smith, Coplen & Company, P.C. · Sunset Hills, MO
  • 2019-08 to Present · Smith Patrick LLC · St. Louis, MO

Current employment

SEC IAPD record for David Patrick Smith

Wealth Management

Regulatory AUM
$3,708,706,532
Registered advisors
46
Offices
32
Clients per advisor
103.3 (Moderate)
Average AUM per client
$780.6K (Low)
High-net-worth client ratio
21.5% (Moderate)

Wealth Management: advisors, services and reported ETF investments

About

David Patrick Smith is a financial advisor at Wealth Management in St. Louis, MO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 15 years of industry experience and 19 years of reported work history.

Wealth Management's firm-level Form ADV reports 46 advisors across 32 offices; approximately 103.3 clients per advisor, average assets per client of $780,616, and regulatory AUM of $3.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $1.1B across 66 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Patrick Smith personally.

Reported ETF positions

Wealth Management reports 66 ETF positions worth $1.1B on Form 13F; the largest are listed.

Largest ETF positions reported by Wealth Management
FundReported value
SPIB — State Street SPDR Portfolio Intermediate Term Corporate Bond ETF$211.1M
AVUV — Avantis U.S. Small Cap Value ETF$141.4M
AVLV — Avantis U.S. Large Cap Value ETF$94.9M
DFIV — Dimensional International Value ETF$76.5M
DFUS — Dimensional U.S. Equity Market ETF$72.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Wealth Management on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Insurance Company or Agency

Location

220 W Lockwood Ave Ste 203, St. Louis, MO 63119

1 advisor at this office.

Wealth Management office in St. Louis, MO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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