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Davis Wealth Advisors, LLC Info

Davis Wealth Advisors, LLC info

Davis Wealth Advisors, LLC (SEC CIK 2104502) first filed with the SEC on 2026-02-17 (Form 13F-HR) and has filed 9 times since, including 7 Form 13F-HR quarterly holdings reports. It is organized in NH and registered at 12 STILES ROAD, SUITE 203, SALEM, NH, 03079.

  • Name: Value Davis Wealth Advisors, LLC.
  • SEC CIK: Value 2104502.
  • State of organization: Value NH.
  • Business address: Value 12 STILES ROAD, SUITE 203, SALEM, NH, 03079.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameDavis Wealth Advisors, LLC
SEC CIK2104502
State of organizationNH
Business address12 STILES ROAD, SUITE 203, SALEM, NH, 03079
Mailing address12 STILES ROAD, SUITE 203, SALEM, NH, 03079
Phone603-836-3477
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2026-02-17 (Form 13F-HR)
Latest SEC filing2026-09-14 (Form 13F-HR)
Filings on EDGAR9
First Form 13F-HR2026-02-17 (quarter ended 2025-12-31)
Latest Form 13F-HR2026-09-14 (quarter ended 2025-06-30)
Form 13F-HR filings7

Filings by Form

FormFilingsLatest
13F-HR72026-09-14
N-PX22026-08-07

Filings by Year

YearFilingsForm 13F-HR
202697

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