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Davis Wealth Advisors

Davis Wealth Advisors. CRD 287736

Davis Wealth Advisors logo

CRD: 287736

Davis Wealth Advisors

Salem, NH, 03079
6038363477
www.daviswealthadvisors.net
$197.1M Total AUM
$186.2M Disc. AUM
-- 3Y CAGR
6 Employees
98 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Vital
Established Date
04-05-2017
Office Locations
1

Office Locations

12 Stiles Road Suite 203 Salem NH

About Davis Wealth Advisors

Davis Wealth Advisors is a transparent, fee-only RIA providing holistic financial planning and ongoing wealth management for busy business owners, entrepreneurs, and families. The firm acts as a personal CFO, coordinating day-to-day implementation across planning, tax/estate, insurance, and business transitions, with portfolios built around asset allocation using ETFs, mutual funds, and fixed income. Custody primarily at Fidelity/NFS.

Team overview

46 AVG AGE
$39.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
4.1 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Catalyst vertex

Client Personas

Harbor

Custodian

Bridge Horizon

Investment Themes

Wave foundation

Investment Vehicles

North

Platform

Momentum optima Pathway Zenith

Services

Fusion meridian Peak Frontier Atlas glacier Matrix Delta Summit

Technology

Peak

Owner & Executives

MELINDA KAY DAVIS

MELINDA KAY DAVIS

Chief Compliance Officer, Managing Member, Wealth Advisor

CRD
#5089384
Ownership
75% or more
(300) 975-6910
horizon.quantum@wavecapital.com
in linkedin.com/in/bridge-element

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Contacts

A

ANTHONY PAUL DIBARTOLOMEO JR

--

CRD
#6106442
(379) 515-7615
prime.zenith@focuscapital.com
in linkedin.com/in/ridge-frontier
Z

Zachary Scott Gibbons

Financial Planning Associate

CRD
#7853342
(272) 511-8527
radial.ember@eaglecapital.com
in linkedin.com/in/harbor-frontier
R

Ridge element

Ridge momentum oak

CRD
#40627
(741) 940-3432
horizon.optima@valuecapital.com
in linkedin.com/in/frontier-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-25-2024
03-31-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $186,176,100 $348,644
Non-Discretionary $10,973,189 $477,095
Total $197,149,289 $353,948

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Separately Managed Accounts

Total SMA Asset: $197,149,289

$197.1M Total SMA
Public Funds:
12.8%
Equity - Exchange:
32.4%
Cash:
9.3%
Municipal Bonds:
45.5%
Asset class Assets Assets %
Public Funds $1,010,485,607 12.8%
Equity - Exchange $2,557,791,694 32.4%
Cash $734,180,949 9.3%
Municipal Bonds $3,591,960,558 45.5%
Total $7,894,418,808 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
ALPHA OPTIMA QUANTUM FUSION 5UPW2GZ88 DWF 4.72% $26,659,096
HORIZON DELTA VITAL CATALYST DKJ8CTYAZ BVG 7.30% $39,324,495
FRONTIER PRIME DELTA FRONTIER BH1RX71S9 GQKVX 11.37% $88,612,346
EAGLE SUMMIT TIMBER BRIDGE CAPITAL B66RZAS2V QQLR 11.95% $44,381,192
DELTA HORIZON NORTH PRIME 128D79FU9 TYV 8.85% $44,284,961
NORTH QUANTUM LEGACY RADIAL API4X3I86 YCXA 7.76% $98,227,734
PIONEER SUMMIT HARBOR LEGACY JO00LR7P5 CLW 4.73% $22,962,776
FOCUS CAPITAL TIMBER OPTIMA OAK 7OMEH0PQ9 OCQ 6.70% $47,468,260

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