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DAVIS WEALTH ADVISORS

SALEM, NH · CRD 287736 · IAPD ↗ · 603-836-3477

$197.1MRegulatory AUM
5Advisory reps
6Employees
6Clients
51-100Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — DAVIS WEALTH ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — DAVIS WEALTH ADVISORS added office(s): 0 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — DAVIS WEALTH ADVISORS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
August 2024 — DAVIS WEALTH ADVISORS (SALEM, NH) is newly SEC-registered with $135.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.