DWM ADVISORS, LLC

DAVIS WEALTH MANAGEMENT
DURHAM, North Carolina·1 registered advisor·CRD# 150441
SEC# 801-70254919-421-1555
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at DWM ADVISORS, LLC

1 registered advisor
Joseph Pinkney Davis
DURHAM, North Carolina
05

Office Locations

DURHAM, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. DWM ADVISORS, LLC (CRD# 150441) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.