Investment adviser · CRD 287736
DAVIS WEALTH ADVISORS
Investment adviser filing (IA)
DAVIS WEALTH ADVISORS LLC
SALEM, NH, United States · Form ADV filed Jul 6, 2026
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 557 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 72 | $183,909,632 | 93.3% |
| Retirement plans | Fewer than 5 | $7,624,243 | 3.9% |
| Individuals | 15 | $4,284,428 | 2.2% |
| Corporations & businesses | Fewer than 5 | $1,330,986 | 0.7% |
Filing source
Form ADV 2117623 · Jul 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12 STILES ROAD, SUITE 203SALEM, NH, 03079, United States
CRD 287736
Filing source
Form ADV 2117623 · Jul 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.