Be advised. This firm is no longer registered.

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).

Current Firm Details
5011 Southpark Dr, Suite 250, Durham, NC 27713
http://www.dwmadvisorsllc.com
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
The map below shows states where this firm has explicit registration only.

NC, SC, TX, VA

Financial Advisors at Davis Wealth Management
No Advisor Found.

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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