DAVIES WEALTH MANAGEMENT LLC

DAVIES WEALTH MANAGEMENT LLC of STUART, FL is an SEC-registered investment adviser (CRD 151098). Regulatory assets under management: $18.4M.

Registration

• CRD: 151098
• Type: Registered investment adviser
• Location: 684 SE MONTEREY ROAD, STUART, FL, 34994
• Phone: 954-353-6198
• Latest filing: 2026-03-31
• Regulatory AUM: $18.4M
• Discretionary AUM: $18.4M
• Clients: 1
• Accounts: 118

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search