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DAVIES WEALTH MANAGEMENT LLC
CRD 151098
684 SE MONTEREY ROAD, STUART, FL, 34994, United States
Phone
954-353-6198
Fax
954-353-9482
Registration
— (—)
Source
State registered
Total AUM
$18.4M
Discretionary AUM
$18.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $2.1M |
| High net worth individuals | 20 | $16.3M |
| Corporations/business entities | 2 | $13K |
All web addresses on file
Official SEC filing: View on IAPD