Davidov Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,903,276
Clients
354
Advisors
2
of 3 employees
About
Davidov Wealth Group, LLC is a registered investment adviser with approximately $174 million in discretionary assets under management, two advisors and roughly 354 client relationships. The firm primarily serves individual and high-net-worth clients, and also works with pension clients, offering ongoing discretionary portfolio management and hourly financial planning.
The firm documents client goals and constraints in an investment policy statement and typically implements portfolios using mutual funds, equities, bonds, ETFs and government securities, employing fundamental analysis and both long- and short-term trading. The firm operates with discretionary authority, conducts at least quarterly reviews by the managing member, and clients receive account statements directly from custodians.
The firm’s principal maintains several outside roles that are uncommon among peers — including licensed attorney, licensed insurance agent, real estate broker and manager of an affiliated real-estate investment vehicle — and the brochure discloses that those outside activities may result in offering legal, insurance or real estate products to clients. The adviser states clients are not required to use the principal’s outside services and discloses the potential for commissionable products or other conflicts of interest associated with those affiliations.
Client services
Expertise
Occupation focus
Fee options
0.99% annually
$350 - $600 per hour
Account minimum: $750,000 Minimum fee: $250 - $500 one-time portfolio analysis fee
Main office
1122 Franklin Avenue, Suite 102
Garden City NY 11530
Advisors at this office
2
Most active in
Florida · New York
Also doing business as
Braintree Financial, LLC · Davidov Financial Coaching, LLC · Davidov Wealth Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ethan D
Series 65
Garden City, NY
Davidov Wealth Group, LLC
Ethan Davidov is a financial advisor at Davidov Wealth Group, LLC with one year of industry experience and a Series 65 credential. He has prior experience operating Davidov Financial Coaching, LLC and Davidov Law / Davidov Financial, with a combined six years in related roles. Ethan also has a background in education and law spanning ten years. Davidov Wealth Group, LLC manages approximately $174 million in discretionary assets and serves individual, high-net-worth, and pension clients. The firm offers ongoing discretionary portfolio management and hourly financial planning, using fundamental analysis and a mix of mutual funds, equities, bonds, ETFs, and government securities to implement client portfolios.
Michael D
CFP®
Garden City, NY
Davidov Wealth Group, LLC
Michael Davidov is a CFP® professional with five years of experience in financial advising. He is currently with Davidov Wealth Group, LLC and has held roles at Covey Sandler 26, LLC, where he manages asset management and capital raising activities. In addition to financial advising, he is actively involved in legal and insurance businesses as a licensed attorney and insurance agent, and he manages a real estate brokerage. Davidov Wealth Group, LLC serves individual and high-net-worth clients as well as pension plans, providing discretionary portfolio management and hourly financial planning. The firm employs fundamental analysis and both long- and short-term trading strategies, primarily investing in mutual funds, equities, bonds, ETFs, and government securities.
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