DAVIS WEALTH ADVISORS LLC
Doing business as DAVIS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$197,149,289
Discretionary
$186,176,100
Non-discretionary
$10,973,189
Firm details
- CRD number
- 287736
- SEC file number
- 801-130754
- Main office
- SALEM, NH, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.