DAVISON WEALTH MANAGEMENT, LLC

DAVISON WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 153303). Regulatory assets under management: $6.3M.

Registration

• CRD: 153303
• Type: Registered investment adviser
• Phone: 317-257-7078
• Latest filing: 2026-03-13
• Regulatory AUM: $6.3M
• Discretionary AUM: $6.3M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153303 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search