Mark Wehrle, financial advisor Round Rock TX

Mark Wehrle

CRD Number: 1068579
Current Firm: Davis & Wehrle, LLC

Mark Wehrle (CRD# 1068579) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Davis & Wehrle, LLC Round Rock, TX Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Mark E. Wehrle
Phone Number: 512-346-1131
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $369,411
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

MS, TX

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