$39.6M Total AUM
$39.6M Disc. AUM
-- 3Y CAGR
2 Employees
82 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial
- 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
Full visibility includes strategy notes for ember harbor.
Full visibility includes strategy notes for summit pathway.
Request access to benchmark trends tied to oak summit.
Open the full profile to inspect shifts in peak fusion.
Request access to benchmark trends tied to wave.
Open the full profile to inspect shifts in beacon crest.
See the complete signal summary connected to timber peak.
Upgrade to reveal position-level detail across foundation north.
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
Technology
Vector
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |