Davis & Wehrle, LLC
Davis & Wehrle, LLC (CRD# 144572) is a financial advisory firm headquartered in Austin, TX. They manage $92,635,478 in 212 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management93MILLION
Total Number of Accounts212ACCOUNTS
Average Account Value$436,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mark Wehrle (CRD# 1068579) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Kevin Davis (CRD# 2165928) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Austin, TX and has over 25 years of experience in the finance industry.