$39.6M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2008
- Office Locations
- 1
Office Locations
1104 S. Mays Suite 105 Round Rock TX
About Davis & Wehrle, LLC
Davis & Wehrle, LLC is a Texas-based RIA serving individuals and retirement plan sponsors nationwide, including clients with international facilities. The firm provides financial planning and investment management with portfolio construction and risk management; reported managed assets are primarily implemented with ETFs. Custodied with Charles Schwab.
Team overview
-- AVG AGE
$19.8M AVG AUM / ADVISOR
$483.3K AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Atlas legacy Value fusion
Investment Themes
Summit Harbor quantum
Investment Vehicles
Capital
Platform
Vertex
Services
Zenith vertex Eagle vector Glacier zenith Oak insight Value Element prime Legacy element Vertex crest Ridge meridian Alpha
Owner & Executives
K
KEVIN TUCKER DAVIS
Chief Compliance Officer, Financial Consultant
- CRD
- #2165928
- Ownership
- 50% but less than 75%
(727) 913-4909
ridge.value@summitcapital.com
in linkedin.com/in/vector-delta
M
MARK EDWARD WEHRLE
Managing Member, Partner
- CRD
- #1068579
- Ownership
- 50% but less than 75%
(638) 365-4341
peak.wave@catalystcapital.com
in linkedin.com/in/unison-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,632,846 | $224,521 |
| Non-Discretionary | $0 | $514,060 |
| Total | $39,632,846 | $332,662 |
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Separately Managed Accounts
Total SMA Asset: $39,632,846
Equity - Exchange:
69.8% Cash:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,313,088,022 | 69.8% |
| Cash | $1,000,791,665 | 30.2% |
| Total | $3,313,879,687 | 100.0% |