DAVIS & WEHRLE, LLC

Overview

Davis & Wehrle, LLC operates as an independent registered investment adviser serving primarily individual and family clients. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting into its client service mix. Its advisory model favors equity exposure—both exchange-traded stocks and ETFs—positioning equities as the core of client portfolios while layering in complementary vehicles through mutual funds and third-party real estate managers. Fee arrangements include a mix of percentage-of-AUM, hourly charges and fixed fees, which supports flexible engagement types from ongoing investment management to project-based planning work. The firm is not registered as a multi-state adviser, does not self-identify as a capital allocator, and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices