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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- 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, MELINDA, KAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MELINDA, KAY | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
MA NH
Address
12 STILES ROADSUITE 203
SALEM, NH 03079
United States
Phone: 603-836-3477