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DAVIS & WEHRLE, LLC
CRD 144572 · SEC 801-68168
1104 S. MAYS, SUITE 105, ROUND ROCK, TX, 78664-6700, United States
Phone
512-346-1131
Fax
512-346-8862
Registration
— (—)
Source
State registered
Total AUM
$39.6M
Discretionary AUM
$39.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $18.1M |
| High net worth individuals | 9 | $21.5M |
All web addresses on file
Official SEC filing: View on IAPD