Davis & Wehrle, LLC

Davis & Wehrle, LLC (CRD# 144572) is a financial advisory firm headquartered in Round Rock, TX. They manage $82,832,910 in 249 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $332,662
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
  • Pension consulting services
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.

MS, TX

Financial Advisors at Davis & Wehrle, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark E. Wehrle
CRD#: 1068579
1104 S. Mays, Suite 105, Round Rock, TX 78664
96
Wealthminder
score

Mark Wehrle (CRD# 1068579) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 35 years of experience in the finance industry.

2
Kevin T. Davis
CRD#: 2165928
1104 S. Mays, Suite 105, Round Rock, TX 78664
93
Wealthminder
score

Kevin Davis (CRD# 2165928) is an Investment Advisor Representative working at Davis & Wehrle, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.

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