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| Davis Wealth Advisors LLC
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| |
|---|---|
| CRD # | 287736 |
| SEC # | 801-130754 |
| CIK # | |
| AUM | $135.8 MM (2024-06-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 603-836-3477 |
| Address | 12 Stiles Road Salem, NH 03079 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 9.4 |
| (b) Individuals (high net worth individuals) | 54 | 125.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 423 | 135.8 |
| By Discretionary | ||
| Discretionary | 412 | 132.7 |
| Non-Discretionary | 11 | 3.1 |
| Total | 423 | 135.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.8 | |
| Total | 423 | 135.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Great Hill Advisory Ltd
✚
|
NY | 0.1 |
|
SMB Financial Services Inc
✚
|
OR | 0.1 |
|
O'Dell Capital Management
✚
|
OH | 0.1 |
|
Oceanside Advisors LLC
✚
|
SC | 0.1 |
|
Stewardship Capital Ltd
✚
|
MO | 0.1 |
|
Entasis Asset Management LLC
✚
|
WI | 0.1 |
|
360 Financial Partners LLC
✚
|
SC | 0.1 |
|
Ivy League Financial Advisors LLC
✚
|
MD | 0.1 |
|
Cardea Capital Advisors LLC
✚
|
GA | 0.1 |
|
Sierra Wealth Group LLC
✚
|
MT | 0.1 |