DAS Wealth Management

David A. Strunk, the firm's president and founder, runs investment decisions. DAS operates as a founder-anchored practice without a separate investment committee. The firm's Form ADV filings list Mr. Strunk as the sole control person, which is the regulatory acknowledgment that discretionary authority sits principally with him.

DAS is structured as a retail registered investment adviser, not a single-family or multi-family office. It provides financial planning and portfolio management to individual clients rather than managing the consolidated wealth of a single family. The firm's regulatory registration with the SEC is as an RIA serving individuals and high-net-worth households.

The firm's strategy emphasizes retirement-income portfolios built from public-market securities — equities, fixed income, and ETFs. There is no public record of direct co-investments, private fund commitments, or venture-stage allocations. The practice is oriented around liquidity, tax-efficiency, and withdrawal-rate sustainability rather than alternatives exposure.

The firm appears to source clients through local referral networks in the Tampa Bay area and through ongoing relationships with existing households. There is no evidence of institutional marketing, platform distribution, or a dedicated business-development function. The advisory's longevity under a single founder suggests a relationship-based model centered on the founder's reputation.

Succession planning is not publicly disclosed. The firm's dependence on a single control person creates a continuity risk that is standard for solo-practitioner RIAs. Any external partnership, due diligence, or platform relationship would typically require clarity on a continuity agreement, buy-sell arrangement, or second-generation advisor pipeline.