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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| ABOLINS, AIRIS, ALEXANDER | I | MEMBER | NA | |
| JOHNSON, ELIZABETH, PETTLER | I | DEVELOPMENT ADVISOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ELIZABETH, PETTLER | I | DEVELOPMENT ADVISOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| JOHNSON, ELIZABETH, PETTLER | I | DEVELOPMENT ADVISOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER / CHAIRMAN / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER / CHAIRMAN / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER, CHAIRMAN/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER / CHAIRMAN / CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSEPH, PINKNEY | I | MANAGING MEMBER / CHAIRMAN / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 9, 2016 REGISTERED
Notice Filings (8)
FL GA NC NY SC TX VA VT
Address
5011 SOUTHPARK DRSUITE 240
DURHAM, NC 27713
United States
Phone: 919-421-1555