Davis Wealth Advisors LLC
● SEC registered since 2024CRD 287736SEC# 801-130754Salem, NH
Reg. AUM
$197.1M
Employees
6
Accounts
557
Location
Salem, NH
Davis Wealth Advisors LLC assets under management
Davis Wealth Advisors LLC is an SEC-registered investment adviser based in Salem, NH. The firm has been registered since 2024. It reports $197.1 million in regulatory assets under management and employs 6 people.
Davis Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Melinda Kay Davis Control | Managing Member/Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Davis Wealth Advisors LLC manage?
Davis Wealth Advisors LLC reports $197.1 million in regulatory assets under management on its Form ADV.
How many employees does Davis Wealth Advisors LLC have?
Davis Wealth Advisors LLC reports 6 employees.
Where is Davis Wealth Advisors LLC located?
Davis Wealth Advisors LLC is based in Salem, NH and has been SEC-registered since 2024.
Does Davis Wealth Advisors LLC disclose fund performance?
Davis Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12 Stiles Road, Suite 203, Salem, NH 03079 |
| Phone | 603-836-3477 |
| Fax | 603-329-3564 |
| Office hours | (By Appointment) |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$197.1M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$197.1Mregulatory AUM
Discretionary $186.2MNon-discretionary $11M