Davidov Wealth Group, LLC

RIASEC RegisteredEst. 2020

Total AUM

$174M

Discretionary

$174M

100% of AUM

Avg account

$261K

Accounts

668

Employees

Advisory reps

Firm details

Headquarters: Garden City, New York
CRD number: 166794
Registered since: December 7, 2020
Website: www.davidovfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI64.17%
Individuals30.92%
Charitable Organizations2.06%
Corporations / Businesses1.84%
Pension & Profit Sharing Plans1.01%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Davidov Wealth Group, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and registered in 2020. The firm operates as a capital allocator to third-party managers and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly charges. The firm also conducts activities outside pure advisory work: it is affiliated with a law practice, operates as an insurance broker, and engages in real estate brokerage. Those business lines and its stated role as sponsor of limited partnerships (excluding pooled investment vehicles) suggest the firm can offer integrated legal, insurance, and real estate capabilities alongside portfolio management. Davidov Wealth Group does not identify as an active ESG investor and is not described as a multi-state adviser.