DAVENPORT WEALTH ADVISORS

DAVENPORT WEALTH ADVISORS is an SEC-registered investment adviser (CRD 219513). Regulatory assets under management: $27.1M.

Registration

• CRD: 219513
• Type: Registered investment adviser
• Phone: (510) 537-8119
• Latest filing: 2026-03-16
• Regulatory AUM: $27.1M
• Non-discretionary AUM: $27.1M
• Clients: 1
• Accounts: 150

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 219513 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search