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- Custodian
- Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-05-2009
- Office Locations
- 1
Office Locations
About Davies Wealth Management LLC
Davies Wealth Management is a boutique, independent, fee-only fiduciary advisor in Stuart, FL offering flat-fee wealth management and financial planning (retirement, estate, tax planning, and insurance). The firm emphasizes long-term, highly personalized relationships with a team-based process. Investment approach centers on asset allocation and risk management, with portfolios primarily implemented using ETFs/index funds for clients such as business owners and entrepreneurs.
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Accredited Investors
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Investment Themes
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Owner & Executives
THOMAS ROBERT DAVIES
Wealth Advisor
- CRD
- #4331298
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,412,500 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,412,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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