David Weise and Associates

What David Weise and Associates does

David Weise and Associates is a full-service business management firm founded in 1999, operating as a partnership within the NKSFB, LLC umbrella. The firm provides concierge-style business management, tax, audit, and forensic accounting services to ultra-high-net-worth individuals, with particular concentration in the music, film, television, and professional sports sectors. Its service portfolio spans seven core lines: business management, recording artist services, touring services, athlete services, domestic and international tax, audit, and forensic accounting. The firm's value proposition centers on partner-level personal involvement in client relationships, including direct approval of checks and tax returns, distinguishing it from larger institutional accounting and wealth management alternatives.

The firm generates revenue through recurring service fees for ongoing business management engagements, supplemented by tax preparation, audit, and forensic accounting engagements. Pricing is not publicly disclosed and is structured on a quote-based, customized basis typical of concierge advisory relationships. Go-to-market is sales-led and relationship-driven, relying on industry reputation, media visibility in LA Business Journal, Hollywood Reporter, and LA Times, and professional referral networks within the entertainment and sports communities rather than performance marketing. Operationally, the firm employs 51–100 staff and is headquartered in Los Angeles, California, with no disclosed technology platform, proprietary software, or AI/automation tooling underpinning service delivery — the model is fundamentally labor-intensive and partner-led. There is no public indication of external investors, parent company ownership, or PE/VC backing; ownership appears to rest with founding and active partners.

Name

David Weise and Associates

Legal name

NKSFB, LLC

Website

https://dwabiz.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

David Weise and Associates is a Los Angeles-based, full-service business management firm operating within NKSFB, LLC, providing concierge financial management, tax, audit, and forensic accounting services to ultra-high-net-worth entertainment, sports, and executive clients.

Ownership category

akta.pro rank

Product category

Business Management and Financial Services for Entertainment and Sports

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industry

UHNW Concierge & Lifestyle Services (FSAAABAL)

Keywords

• Business management services
• Entertainment financial management
• Athlete financial planning
• High net worth tax services
• Forensic accounting services

Headquarters

HQ city

Encinitas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Business Management Services: Ongoing financial and lifestyle management services for high-net-worth individuals, including concierge-style support for entertainment professionals, athletes, and executives. Revenue appears to be generated through recurring service fees for ongoing business management, tax preparation, audit services, and forensic accounting.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

David Weise and Associates operates as a concierge-style business management division within NKSFB, LLC, providing comprehensive financial, tax, audit, and lifestyle management services to high-net-worth individuals in entertainment and sports. Core deliverables include ongoing business management, recording artist and touring financial services, athlete financial planning, domestic and international tax strategy, audit, and forensic accounting. Engagement is partner-led, with partners personally approving all checks and tax returns.

Product overview

NKSFB operates as a business management firm offering a comprehensive suite of concierge-style financial and lifestyle management services. The portfolio includes Business Management, Recording Artist Services, Touring Services, Athlete Services, Tax Services, Audit Services, and Forensic Accounting. David Weise serves as Founding Partner of David Weise & Associates, which operates within the NKSFB umbrella. The firm primarily serves high-net-worth individuals including music, film, and television artists, athletes, executives, and entrepreneurs.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Management Concierge-style lifestyle and financial management services for high-net-worth individuals and their families, including financial planning and oversight.
• Recording Artist Services Specialized financial and business management services tailored for recording artists in the music industry, addressing royalty tracking and multi-stream income.
• Touring Services Business management support for touring artists, working with touring teams and event professionals to manage the financial aspects of performances.
• Athlete Services Comprehensive business management services for professional athletes, including financial planning and lifestyle management.
• Tax Services Domestic and international tax strategies and filing services for high-net-worth individuals and their companies.
• Audit Services Financial auditing services for individuals and entities requiring independent examination of financial statements.
• Forensic Accounting Investigative accounting services that secure information stakeholders need to accurately confirm the financial condition of entities.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• Lavin Financial Group: Entertainment business management firm providing financial management, tax preparation, tour accounting, and royalty administration to recording artists and music industry professionals. Directly comparable in service mix and customer segment.
• Provident Financial Management: Entertainment-focused business management firm serving recording artists, producers, songwriters, and entertainers with tour accounting, royalty tracking, tax, and lifestyle management. Directly comparable target market and service portfolio.
• Cohl, Mitchell & Associates: Long-established entertainment business management firm serving music artists, athletes, and entertainers with tax, financial planning, and tour services. Comparable boutique, partner-led delivery model for HNW entertainment clients.
• Gelfand, Rennert & Feldman: One of the largest entertainment business management firms in the US, serving recording artists, producers, and other entertainment HNW clients with business management, tax, and royalty services. Directly comparable in target customer, service mix, and concierge delivery model.
• Robertson Taylor International: Specialist entertainment business management firm with offices in the US and UK, providing financial management, tour accounting, and tax services to recording artists, athletes, and entertainment professionals. Closely comparable in service mix and HNW entertainment client base.
• Bartlett, Pringle & Wolf: California-based CPA and business management firm serving athletes, entertainers, and high-net-worth individuals with tax, audit, and financial management services. Highly comparable in client profile and integrated tax + business management offering.

Broad incumbents

• Citrin Cooperman: National accounting and advisory firm with a dedicated Entertainment & Sports practice serving HNW artists, athletes, and executives. Comparable on tax, audit, and business management for entertainment clients but part of a much larger diversified firm.
• Prager Metis CPAs: National accounting and advisory firm with a recognized Entertainment and Sports group providing tax, audit, and business management services to high-net-worth individuals in those sectors. Comparable overlap on entertainment HNW services, but operates across many industries at larger scale.
• Anchin, Block & Anchin: Mid-sized accounting and advisory firm with a dedicated Entertainment, Sports & Media group serving HNW individuals in those industries. Overlaps on tax, audit, and advisory services but operates at significantly larger scale and across many other industries.
• Miller Kaplan Arase & Co. Full-service accounting and business advisory firm with a substantial entertainment and sports practice. Overlaps NKSFB on tax, audit, and business management for HNW entertainers and athletes, but serves a much broader client base beyond entertainment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCVLU608atMNJpQBVs1XO-gQ
• LinkedInlinkedin.com/company/david-weise-and-associates
• Xx.com/romemusica
• Facebookfacebook.com/142102242502056

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about David Weise and Associates