D
$6.3M Total AUM
$6.3M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
16 yrs Firm Age
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- Custodian
- Betterment ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2010
- Office Locations
- 1
Office Locations
-- Indianapolis IN
About Davison Wealth Management, LLC
Davison Wealth Management, LLC is a Indianapolis-based RIA. The firm has been operating for 16 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
$150.1K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Legacy Frontier insight
Client Personas
Value vertex
Investment Themes
Matrix pioneer Foundation
Investment Vehicles
Element
Services
Catalyst quantum Meridian Capital Vertex harbor Bridge optima Harbor
Owner & Executives
R
RICKIE GERALD DAVISON
Associate, PRINCIPAL
- CRD
- #4050084
- Ownership
- 75% or more
(271) 200-9535
matrix.catalyst@glaciercapital.com
in linkedin.com/in/vector-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,302,841 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,302,841 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,302,841
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,339,651,362 | 100.0% |
| Total | $7,339,651,362 | 100.0% |