Davies Wealth Management LLC

Davies Wealth Management LLC (CRD# 151098) is a financial advisory firm headquartered in Stuart, FL. They manage $12,715,500 in 114 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
684 Se Monterey Road, Stuart, FL 34994
https://www.youtube.com/tdwealthnetwealthmanagement
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $111,539
Compensation Options
  • A percentage of assets under your management
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
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 Davies, financial advisor Pompano Beach FL
Thomas R. Davies
CRD#: 4331298
1600 South Federal Highway, Suite 901, Pompano Beach, FL 33062

Thomas Davies (CRD# 4331298) is an Investment Advisor Representative working at Davies Wealth Management LLC in Pompano Beach, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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