Davis Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, NH. Its latest Form ADV filing, dated March 9, 2026, reports $197M in regulatory assets under management, 6 employees, and 557 accounts.
Assets Under Management
$197M
Employees
6
Offices
--
Total Clients
92
Primary office
SALEM, NH
12 STILES ROAD, SUITE 203, SALEM, NH, United States
Top client segmentHNWI represent 78.3% of total clients.
Top client categories% of clientsClients
1
HNWI
78.3%
72
2
Individuals
16.3%
15
3
Pension Plans
3.3%
3
4
Corporations
2.2%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of March 9, 2026
Discretionary94.4%
$186M
94% of total RAUM94.4%
Non-discretionary5.6%
$11M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$197M
Total Accounts557
10Y AUM Change+$61M (+45.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee15:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.