DAVIE KAPLAN WEALTH CARE ADVISORS, LLC

DAVIE KAPLAN WEALTH CARE ADVISORS, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 140436).

Registration

• CRD: 140436
• Type: Registered investment adviser
• Location: 100 MERIDIAN CENTRE BLVD., ROCHESTER, NY, 14618
• Phone: 585-454-4161
• Latest filing: 2026-03-31
• Clients: 16

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140436 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search