Davison Wealth Management, LLC

Overview

Davison Wealth Management, LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm’s mandate is equity-heavy: exchange-traded equities are the primary vehicle for client portfolios and represent the bulk of assets under management. Services extend beyond investment management to include insurance brokerage, and the firm offers flexible billing options (percentage of AUM, hourly, and fixed fees). Davison Wealth Management is not positioned as an ESG investor, does not present itself as a multi-state adviser, and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices