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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 16, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| DAVIS, MARC, CLINTON | I | PRESIDENT | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| SEILEY, JOSEPH, MICHAEL | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jun 16, 2022 REGISTERED
Notice Filings (6)
AZ CA ID LA TX UT
Address
5400 CONNECTICUT AVENUESUITE 100
LA MESA, CA 91942
United States
Phone: 619-697-2684