Davis Wealth Management, LLC
Firm details
- Headquarters
- Richfield, Ohio
- CRD number
- 121053
- Website
- www.daviswealthmgmt.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Davis Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and registered in Ohio. The firm is individually owned and focuses on financial planning services rather than acting as a broader capital allocator or pension consultant. Its client billing model relies on hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
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
Contacts
1 of 1
Brian Davis
PresidentCRD 2264620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Richfield, OH
Summit
Location
Richfield, OH
Headquartered in Richfield, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 3998 Broadview Rd
- Time zone
- ET (UTC-5)
- Office locations
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