A complete list of active advisors currently associated with Davidov Wealth Group, LLC

Warmer can help you find a great advisor at Davidov Wealth Group, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Davidov Wealth Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.