DAVIS WEALTH MANAGEMENT, LLC

Overview

Davis Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm’s primary advisory activity is financial planning, delivered on an hourly or fixed-fee basis rather than through traditional AUM pricing. It does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not described as a capital allocator, pension consultant, or related adviser. The firm’s SEC registration year is not provided.

Assets & Accounts

Investments & Alternatives