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 a limited liability company and registered with the SEC in 2024. Ownership is held by an individual, and the firm serves both individual/family and institutional clients. It operates as a capital allocator and offers fee arrangements that include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, plus educational seminars and workshops. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4Zachary Gibbons
Financial Planning AssociateCRD 7853342
ANTHONY DIBARTOLOMEO
Portfolio ManagerCRD 6106442
MELINDA DAVIS
Founder & Wealth AdvisorCRD 5089384
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$128M in ETFs
70%
$88.9M
25%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $9.8M | 14,973 | 7.66% |
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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