# Davis Wealth Management, LLC

> Davis Wealth Management, LLC is a state-registered investment advisory firm in Richfield, OH, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated April 13, 2026.

- CRD: 121053
- Filed as: DAVIS WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Richfield, OH
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121053
- AdvisorCensus page: https://advisorcensus.com/firm/davis-wealth-management-llc-richfield-oh-121053

## Quick answers

**How is Davis Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Davis Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Davis Wealth Management, LLC located?**
Davis Wealth Management, LLC's principal office is in Richfield, OH, according to its Form ADV.

**Is Davis Wealth Management, LLC registered with the SEC or a state?**
Davis Wealth Management, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 121053.

**Does Davis Wealth Management, LLC report any disciplinary disclosures?**
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/121053

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [daviswealthmanagement.com](https://daviswealthmanagement.com)
- LinkedIn @daviswealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davis Wealth Management, LLC (CRD 121053): Form ADV filing data as of October 2026.