DAVIES WEALTH MANAGEMENT LLC

Overview

Davies Wealth Management LLC is an independent, owner-operated registered investment adviser that focuses on fee-based portfolio management and comprehensive financial planning for individuals, families and small institutions. The firm combines discretionary equity management with insurance brokerage capabilities, using a percentage-of-AUM billing model. Its stated advisory services include financial planning and portfolio management for individuals/small businesses as well as for businesses or institutions. Davies does not identify as an active ESG investor and operates under a traditional discretionary equity-centered mandate rather than structured capital allocation or pension consulting. Investment activity centers on exchange-traded equities as the dominant hold­ing type, with the firm preferring liquid, publicly listed instruments for core exposure. That equity preference drives portfolio construction, risk management and the firm’s client reporting. The firm’s model accommodates both individual stock positions and ETF wrappers for broader market or sector exposure, supplemented where appropriate with insurance products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices