Meet Our Founder
Much Wealth Management’s mission is to help protect and grow assets in order to provide pre-retirees and retirees with greater confidence in their retirement financial strategies, knowing they will not outlive their income. Our full-service, fee-based Registered Investment Advisory firm provides clients with retirement income vehicles as well as managed investment accounts in order to provide unique approaches to income and asset goals.
David Much President
With two decades’ experience and an inherent duty to serve others, David Much is the proud founder of Much Wealth Management and Much Financial and Insurance Services, Inc. David is an Investment Adviser Representative and is insurance licensed in multiple states.
David works with retirees and pre-retirees to build clear, durable retirement strategies—helping clients align retirement assets, income planning, investment risk, tax efficient decisions, and legacy goals. His work often includes retirement distribution planning and coordinating planning conversations with clients’ CPAs and attorneys as part of an integrated approach.
For clients who also own investment real estate, David provides planning support and education around 1031 exchanges and Delaware Statutory Trusts (DSTs) as potential tools for portfolio simplification and tax efficient transitions, and helps clients coordinate discussions with the client’s Qualified Intermediary (QI) and tax professional.
David served on both active duty and the reserves with the United States Marine Corps for 21 years. While a major in 2003, Lt. Col. Much served in Iraq as part of the 1st Marine Division. He retired from the reserves in 2009 as a Lieutenant Colonel.
David has been a member of Ed Slott’s Master Elite IRA Advisors group since 2009. He holds insurance licenses in multiple states and has passed the Series 6, Series 63, and Series 65 securities exams. Additionally, David earned a Bachelor of Science in public policy and planning from the University of Southern California.
David and his wife are proud parents of twins, Max and Lexi, who graduated from Texas Christian University in May 2025. Max is based in Dallas with Goldman Sachs, and Lexi is pursuing her Doctor of Dental Science (DDS) at Loma Linda University in Redlands, California.
David is committed to exuding excellence in all he does and has received accolades for his service. He was awarded the Top of the Table by the Million Dollar Round Table and has been featured on the cover with an article published in Senior Market Advisor magazine.
Much Wealth Management does not provide tax or legal advice. Clients should consult their CPA/attorney and Qualified Intermediary regarding tax and legal matters
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