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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $69,090
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.

FL

Financial Advisors at Davies Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas R. Davies
CRD#: 4331298
Fort Lauderdale, FL
93
Wealthminder
score

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.

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