Davis Wealth Advisors
Firm details
- Headquarters
- Salem, New Hampshire
- CRD number
- 287736
- Registered since
- July 26, 2024
- Website
- www.daviswealthadvisors.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.28%
- Pension & Profit Sharing Plans3.87%
- Individuals2.17%
- Corporations / Businesses0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Davis Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. Ownership is held individually and the firm describes itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities33%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Contacts
3 of 4
Zachary Gibbons
Financial Planning AssociateCRD 7853342
Melinda Davis
Founder & Wealth AdvisorCRD 5089384
Patrick Xavier
Financial Planning AssociateCRD 8304633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$138M in ETFs
67%
$92.3M
25%
$45.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.7M | 20,944 | 11.37% |
Location
Salem, NH
Rockingham
Location
Salem, NH
Headquartered in Salem, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 12 Stiles Rd
- Time zone
- ET (UTC-5)
- Office locations
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