Davies Wealth Management LLC

Davies Wealth Management LLC (CRD# 151098) is a financial advisory firm headquartered in Pompano Beach, FL. They manage $7,907,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Davies Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
Thomas R. Davies
CRD#: 4331298
Sunrise, FL

Thomas Davies (CRD# 4331298) is an Investment Advisor Representative working at Davies Wealth Management LLC in Sunrise, FL and has over 10 years of experience in the finance industry.

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