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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2015
- Office Locations
- 1
Office Locations
About Davenport Wealth Advisors
Davenport Wealth Management (Davenport Wealth Advisors) provides comprehensive financial planning and wealth management for individuals, families, and businesses, spanning retirement, tax, education, and charitable planning. The firm builds diversified, risk-focused portfolios tied to client goals and timelines, with a multigenerational team designed for long-term relationships. Public filings indicate custody with Charles Schwab.
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Investment Themes
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Owner & Executives
GLEN JARED DAVENPORT
Chief Compliance Officer, Owner
- CRD
- #4834813
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,135,289 | -- |
| Total | $27,135,289 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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