# DAVIS WEALTH ADVISORS LLC

DAVIS WEALTH ADVISORS LLC of SALEM, NH is an SEC-registered investment adviser.

## Registration

- CRD: 287736
- Type: SEC-registered investment adviser
- SEC file number: 801-130754
- Location: 12 STILES ROAD, SUITE 203, SALEM, NH, 03079
- Phone: 603-836-3477
- Latest filing: 2026-07-06
- Regulatory AUM: $197.1M
- Discretionary AUM: $186.2M
- Non-discretionary AUM: $11.0M
- Clients: 6
- Accounts: 557

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Melinda Kay Davis | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| DAVIS RHONDA KAY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2021-09-10 | regulatory | DURING THE TIME PERIOD OF MARCH 5, 2020 TO AUGUST 14, 2021, DAVIS WEALTH ADVISORS RECEIVED INVESTMENT ADVISORY FEES FROM MASSACHUSETTS CLIENTS WITHOUT BEING REGISTERED IN MASSACHUSETTS AS AN INVESTMENT ADVISER. THE CONDUCT OF DAVIS WEALTH ADVISORS CONSTITUTES VIOLATIONS OF MASS. GEN. LAWS CH. 110A,… | Final | $25K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287736/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287736/similar
- Related entities: https://search.stillhousedata.com/firm/287736/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287736

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.