S
$63.9M Total AUM
$63.9M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2010
- Office Locations
- 1
Office Locations
-- Westminster CO
About Scenic Wealth Management, LLC
Scenic Wealth Management, LLC is a Westminster, CO-based retail RIA led by managing member/CCO Jeffrey Dean Davis. The firm provides portfolio management, financial planning, and insurance guidance for individuals, including entrepreneurs, with an asset-allocation approach implemented primarily with ETFs and index funds alongside fixed income. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$63.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JEFFREY DEAN DAVIS
Chief Compliance Officer, Managing Member, Vice President of Wealth Management
- CRD
- #4276818
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,850,000 | $65,000 |
| Non-Discretionary | $0 | $100,000 |
| Total | $63,850,000 | $72,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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