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DAVIS WEALTH ADVISORS
DAVIS WEALTH ADVISORS LLC
CRD 287736 · SEC 801-130754
12 STILES ROAD, SUITE 203, SALEM, NH, 03079, United States
Phone
603-836-3477
Fax
603-329-3564
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.1M
Discretionary AUM
$186.2M
Team
6 total employees; 5 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsBUSINESS AND FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.3M |
| High net worth individuals | 72 | $183.9M |
| Pension/profit sharing plans | 3 | $7.6M |
| Corporations/business entities | 2 | $1.3M |
States served
MA, NH
All web addresses on file
Official SEC filing: View on IAPD