DWM ADVISORS, LLC
Legal name: DAVIS WEALTH MANAGEMENT
CRD #150441 SEC #801-70254 DURHAM, NC 919-421-1555
SEC Registered
Total AUM
$100.8M
Discretionary
$100.8M
Employees
2
Clients
--
Accounts
397
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $102.4M | $102.4M | $0 | 2 | 26 |
| Nov 2016 | $100.8M | $100.8M | $0 | 2 | 200 |
| Sep 2016 | $100.8M | $100.8M | $0 | 2 | 200 |
| Jul 2016 | $189M | $189M | $0 | 9 | 200 |
| Apr 2016 | $189M | $189M | $0 | 9 | 200 |
| Mar 2016 | $189M | $189M | $0 | 9 | 200 |
| Mar 2016 | $189M | $189M | $0 | 9 | 200 |
| Sep 2015 | $187.4M | $187.4M | $0 | 11 | 200 |
| Apr 2015 | $187.4M | $187.4M | $0 | 11 | 200 |
| Feb 2015 | $187.4M | $187.4M | $0 | 10 | 200 |
| Nov 2014 | $190M | $190M | $0 | 9 | 200 |
| Oct 2014 | $190M | $190M | $0 | 10 | 200 |
| Feb 2014 | $190M | $190M | $0 | 9 | 200 |
| Jan 2014 | $170.3M | $170.3M | $0 | 7 | 214 |
| Nov 2013 | $170.3M | $170.3M | $0 | 7 | 214 |
| Sep 2013 | $170.3M | $170.3M | $0 | 7 | 214 |
| May 2013 | $170.3M | $170.3M | $0 | 7 | 214 |
| Mar 2013 | $170.3M | $170.3M | $0 | 7 | 214 |
| Oct 2012 | $145M | $145M | $0 | 6 | 160 |
| Mar 2012 | $145M | $145M | $0 | 6 | 160 |
| Jun 2011 | $151.4M | $151.4M | $0 | 10 | -- |
| Mar 2011 | $151.4M | $151.4M | $0 | 10 | -- |
| Oct 2010 | $127M | $127M | $0 | 10 | -- |
| Aug 2010 | $127M | $127M | $0 | 10 | -- |
| Jun 2010 | $127M | $127M | $0 | 10 | -- |
| Jun 2010 | $127M | $127M | $0 | 10 | -- |
| Mar 2010 | $127M | $127M | $0 | 10 | -- |
| Oct 2009 | $85M | $85M | $0 | 10 | -- |
| Jul 2009 | $0 | $0 | $0 | 10 | -- |
DateMar 2017
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees2
Clients26
DateNov 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees2
Clients200
DateSep 2016
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees2
Clients200
DateJul 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees9
Clients200
DateApr 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$189M
Discretionary$189M
Non-Disc.$0
Employees9
Clients200
DateSep 2015
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees11
Clients200
DateApr 2015
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees11
Clients200
DateFeb 2015
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees10
Clients200
DateNov 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees9
Clients200
DateOct 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees10
Clients200
DateFeb 2014
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees9
Clients200
DateJan 2014
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients214
DateNov 2013
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients214
DateSep 2013
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients214
DateMay 2013
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients214
DateMar 2013
Total AUM$170.3M
Discretionary$170.3M
Non-Disc.$0
Employees7
Clients214
DateOct 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients160
DateMar 2012
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees6
Clients160
DateJun 2011
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$151.4M
Discretionary$151.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees10
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--