DAVIE KAPLAN WEALTH CARE ADVISORS, LLC

Phone

585-454-4161

Fax

585-340-4767

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

16 total employees; 15 advisory reps; 45 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No