Davies Wealth Management LLC
Davies Wealth Management LLC (CRD# 151098) is a financial advisory firm headquartered in Sea Ranch Lakes, FL. They manage $6,356,263 in 92 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$69,090
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Thomas Davies (CRD# 4331298) is an Investment Advisor Representative working at Davies Wealth Management LLC in Fort Lauderdale, FL and has over 9 years of experience in the finance industry.