Davis Wealth Advisors

Davis Wealth Advisors (CRD# 287736) is a financial advisory firm headquartered in Salem, NH. They manage $130,397,413 in 391 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12 Stiles Road, Suite 203, Salem, NH 03079
https://www.linkedin.com/in/melindakdavis
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $333,497
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Davis Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Melinda Davis, financial advisor Salem NH
Melinda K. Davis
CRD#: 5089384
12 Stiles Road, Suite 203, Salem, NH 03079

Melinda Davis (CRD# 5089384) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has over 13 years of experience in the finance industry.

2
Stephanie Griebel, financial advisor Salem NH
Stephanie C. Griebel
CRD#: 5879108
12 Stiles Road, Suite 203, Salem, NH 03079

Stephanie Griebel (CRD# 5879108) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has over 13 years of experience in the finance industry.

3
Zachary Gibbons, financial advisor Salem NH
Zachary S. Gibbons
CRD#: 7853342
12 Stiles Road, Suite 203, Salem, NH 03079

Zachary Gibbons (CRD# 7853342) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has 1 year 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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