{
  "crd_number": 151098,
  "slug": "davies-wealth-management-llc-stuart-fl-151098",
  "primary_business_name": "DAVIES WEALTH MANAGEMENT LLC",
  "legal_name": "DAVIES WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Stuart",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "38940",
  "metro": {
    "cbsa_code": "38940",
    "common_name": "Port St. Lucie",
    "msa_name": "Port St. Lucie, FL",
    "path": "/advisors/fl/port-st-lucie"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2009-10-05",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 18412500.0,
  "raum_discretionary": 18412500.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 2150000.0,
      "count": 98
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": null,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 16250000.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 12500.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://facebook.com/DAVIESWEALTHMANAGEMENT",
    "https://instagram.com/tdwealthnet",
    "https://linkedin.com/COMPANY/DAVIES-WEALTH-MANAGEMENT",
    "https://tdwealth.net",
    "https://twitter.com/TDWEALTHNET",
    "https://youtube.com/TdwealthNetWealthManagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151098",
  "city_as_filed": "STUART",
  "url": "https://advisorcensus.com/firm/davies-wealth-management-llc-stuart-fl-151098",
  "display_name": "Davies Wealth Management LLC",
  "summary": "Davies Wealth Management LLC is a state-registered investment advisory firm in Stuart, FL, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Davies Wealth Management LLC (CRD 151098): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Davies Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Davies Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Davies Wealth Management LLC located?",
      "a": "Davies Wealth Management LLC's principal office is in Stuart, FL, according to its Form ADV."
    },
    {
      "q": "Is Davies Wealth Management LLC registered with the SEC or a state?",
      "a": "Davies Wealth Management LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 151098."
    },
    {
      "q": "How much does Davies Wealth Management LLC manage?",
      "a": "Davies Wealth Management LLC reports $18,412,500 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Davies Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (20); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does Davies Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151098"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/davies-wealth-management-llc-stuart-fl-151098.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 98,
      "fewer_than_5": false,
      "raum": 2150000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 16250000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 12500.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151098",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}