Davis & Wehrle, LLC
Davis & Wehrle, LLC (CRD# 144572) is a financial advisory firm headquartered in Round Rock, TX. They manage $35,832,891 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts97ACCOUNTS
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Average Account Value$369,411
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MS, TX
Financial Advisors at Davis & Wehrle, LLC
1
Kevin Davis (CRD# 2165928) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 32 years of experience in the finance industry.
2
Mark Wehrle (CRD# 1068579) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 41 years of experience in the finance industry.
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