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).

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 - 1 of 1 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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.