DAVIS WEALTH ADVISORS

Legal name: DAVIS WEALTH ADVISORS LLC

CRD 287736File 801-130754

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$197.1M

Below cohort median (national)

Discretionary AUM

$186.2M

Non-discretionary $11.0M

Clients

557 accounts

Employees

Below cohort median in NH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jul 26, 2024
Principal office: 12 STILES ROAD, SUITE 203, SALEM, NH, 03079
Phone: 603-836-3477
Website: HTTPS://www.linkedin.com/in/melindakdavis

Assets & accounts

ADV Item 5F

Total regulatory AUM: $197.1M
Discretionary AUM: $186.2M
Non-discretionary AUM: $11.0M
Discretionary accounts: 534
Non-discretionary accounts: 23
Total accounts: 557
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.3M
High net worth individuals	72	$183.9M
Pension and profit sharing plans	Fewer than 5	$7.6M
Individuals (other than high net worth individuals)	15	$4.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.