DAVIS WEALTH ADVISORS LLC

DAVIS WEALTH ADVISORS
SALEM, New Hampshire·1 registered advisor·CRD# 287736
SEC# 801-1307540603-836-3477
01

Firm Overview

AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIS WEALTH ADVISORS LLC

1 registered advisor
Melinda Kay Davis
SALEM, New Hampshire
05

Office Locations

SALEM, New Hampshire
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. DAVIS WEALTH ADVISORS LLC (CRD# 287736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.