DAVIS & SEILEY WEALTH MANAGEMENT, INC.
CRD #155348 SEC #801-110157 LA MESA, CA 619-697-2684
SEC Registered
Total AUM
$189.4M
Discretionary
$176M
Employees
5
Clients
251
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $189.4M | $176M | $13.4M | 5 | 5 |
| Mar 2022 | $189.4M | $176M | $13.4M | 5 | 5 |
| Mar 2021 | $168.2M | $152.8M | $15.4M | 5 | 5 |
| Jun 2020 | $163M | $149.1M | $13.9M | 5 | 5 |
| Jun 2020 | $163M | $149.1M | $13.9M | 5 | 5 |
| May 2020 | $163M | $149.1M | $13.9M | 5 | 5 |
| Apr 2020 | $163M | $149.1M | $13.9M | 5 | 5 |
| Jan 2020 | $163M | $149.1M | $13.9M | 5 | 5 |
| Feb 2019 | $145.6M | $134.8M | $10.9M | 5 | 0 |
| Jan 2019 | $137M | $137M | $0 | 5 | 0 |
| Nov 2018 | $137M | $137M | $0 | 5 | 0 |
| Apr 2018 | $137M | $137M | $0 | 5 | 0 |
| Feb 2018 | $137M | $137M | $0 | 5 | 0 |
| Sep 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Aug 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Jun 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Jun 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Apr 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Mar 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
| Mar 2017 | $120.3M | $113.2M | $7M | 5 | 200 |
DateJun 2022
Total AUM$189.4M
Discretionary$176M
Non-Disc.$13.4M
Employees5
Clients5
DateMar 2022
Total AUM$189.4M
Discretionary$176M
Non-Disc.$13.4M
Employees5
Clients5
DateMar 2021
Total AUM$168.2M
Discretionary$152.8M
Non-Disc.$15.4M
Employees5
Clients5
DateJun 2020
Total AUM$163M
Discretionary$149.1M
Non-Disc.$13.9M
Employees5
Clients5
DateJun 2020
Total AUM$163M
Discretionary$149.1M
Non-Disc.$13.9M
Employees5
Clients5
DateMay 2020
Total AUM$163M
Discretionary$149.1M
Non-Disc.$13.9M
Employees5
Clients5
DateApr 2020
Total AUM$163M
Discretionary$149.1M
Non-Disc.$13.9M
Employees5
Clients5
DateJan 2020
Total AUM$163M
Discretionary$149.1M
Non-Disc.$13.9M
Employees5
Clients5
DateFeb 2019
Total AUM$145.6M
Discretionary$134.8M
Non-Disc.$10.9M
Employees5
Clients0
DateJan 2019
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateNov 2018
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateAug 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateJun 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateJun 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateApr 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateMar 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200
DateMar 2017
Total AUM$120.3M
Discretionary$113.2M
Non-Disc.$7M
Employees5
Clients200