DAVIS & SEILEY WEALTH MANAGEMENT, INC.

DAVIS & SEILEY WEALTH MANAGEMENT, INC. of LA MESA, CA is an SEC-registered investment adviser (CRD 155348). Regulatory assets under management: $189.4M.

Registration

• CRD: 155348
• SEC file number: 801-110157
• Type: Registered investment adviser
• Location: 5400 CONNECTICUT AVENUE, SUITE 100, LA MESA, CA, 91942
• Phone: 619-697-2684
• Latest filing: 2022-06-16
• Regulatory AUM: $189.4M
• Discretionary AUM: $176.0M
• Non-discretionary AUM: $13.4M
• Clients: 5
• Accounts: 713

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 155348 on SEC IAPD (source of record)
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