Davis Wealth Advisors
Davis Wealth Advisors is an SEC-registered wealth manager in Salem, NH with $197.1M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Davis Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287736, SEC 801-130754, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $197.1M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Salem, NH
- Employees
- 6
- Clients
- 92
- CRD
- 287736
- Ownership
- DAVIS, MELINDA, KAY
How much AUM does Davis Wealth Advisors have?
Davis Wealth Advisors reported $197.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Davis Wealth Advisors?
Disclosed owners and executives of Davis Wealth Advisors include DAVIS, MELINDA, KAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.