Davis Wealth Management

Davis Wealth Management (CRD# 150441) is a financial advisory firm headquartered in Durham, NC. They manage $188,972,247 in 1,314 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    189
    MILLION
  • Total Number of Accounts
    1,314
    ACCOUNTS
  • Average Account Value
    $143,815
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NC, SC, TX, VA

Financial Advisors at Davis Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Joseph P. Davis
CRD#: 1188593
5011 Southpark Drive Suite 250, Durham, NC 27713
100
Wealthminder
score
Joseph Davis (CRD# 1188593) is an Investment Advisor Representative working at Davis Wealth Management in Durham, NC and has over 31 years of experience in the finance industry.
2
Airis A. Abolins
CRD#: 2891011
4505 Emperor Boulevard, Suite 110, Durham, NC 27703
93
Wealthminder
score

Airis Abolins (CRD# 2891011) is an Investment Advisor Representative working at Davis Wealth Management in Durham, NC and has over 19 years of experience in the finance industry.

3
Renee P. Sorrell
CRD#: 4190097
5011 Southpark Dr, Suite 250, Wilmington, NC 28403
90
Wealthminder
score

Renee Sorrell (CRD# 4190097) is an Investment Advisor Representative working at Davis Wealth Management in Wilmington, NC and has over 5 years of experience in the finance industry.

4
Joseph R. Campbell
CRD#: 2044142
4505 Emperor Boulevard, Suite 110, Durham, NC 27703
73
Wealthminder
score

Joseph Campbell (CRD# 2044142) is an Investment Advisor Representative working at Davis Wealth Management in Durham, NC and has over 26 years of experience in the finance industry.

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