DAVIS WEALTH ADVISORS LLC
Legal name: DAVIS WEALTH ADVISORS
CRD #287736 SEC #801-130754 SALEM, NH 603-836-3477
SEC Registered
Total AUM
$158.8M
Discretionary
$155.9M
Employees
4
Clients
51
Accounts
460
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $158.8M | $155.9M | $2.8M | 4 | 9 |
| Jun 2024 | $135.8M | $132.7M | $3.1M | 4 | 8 |
DateMar 2025
Total AUM$158.8M
Discretionary$155.9M
Non-Disc.$2.8M
Employees4
Clients9
DateJun 2024
Total AUM$135.8M
Discretionary$132.7M
Non-Disc.$3.1M
Employees4
Clients8