Investment adviser · CRD 144572

DAVIS & WEHRLE, LLC

Investment adviser filing (IA)

ROUND ROCK, TX, United States · Form ADV filed Aug 17, 2017

Regulatory AUM
$82.8M
Form ADV · Item 5.F
Client accounts
249
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Aug 17, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1104 S. MAYS, SUITE 105
ROUND ROCK, TX, 78664-6700, United States

CRD 144572

Filing source

Form ADV 1119044 · Aug 17, 2017 · 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.