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Davis Wealth Advisors LLC

● SEC registered since 2024CRD 287736SEC# 801-130754Salem, NH
Export (members)
Reg. AUM
$158.8M
Employees
4
Accounts
460
Location
Salem, NH

Davis Wealth Advisors LLC assets under management

Davis Wealth Advisors LLC is an SEC-registered investment adviser based in Salem, NH. The firm has been registered since 2024. It reports $158.8 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/melindakdavisView on SEC.gov ↗

Davis Wealth Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Melinda Kay Davis ControlManaging Member/Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does Davis Wealth Advisors LLC manage?

Davis Wealth Advisors LLC reports $158.8 million in regulatory assets under management on its Form ADV.

How many employees does Davis Wealth Advisors LLC have?

Davis Wealth Advisors LLC reports 4 employees.

Where is Davis Wealth Advisors LLC located?

Davis Wealth Advisors LLC is based in Salem, NH and has been SEC-registered since 2024.

Does Davis Wealth Advisors LLC disclose fund performance?

Davis Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12 Stiles Road, Suite 203, Salem, NH 03079
Phone603-836-3477
Fax603-329-3564
Office hours(By Appointment)
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$155.9M
Non-discretionary$2.8M
Total (RAUM)$158.8M