A complete list of active advisors currently associated with Davidson Wealth Management LLC

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

Davidson Wealth Management LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and corporate clients, managing approximately $172.4 million for about 228 accounts through a three‑advisor team. The firm provides asset management, financial planning, retirement plan consulting, and access to a variety of third‑party advisory programs and model portfolios. The firm builds individualized portfolios using fundamental, technical and charting analysis and implements asset allocation and rebalancing through third‑party platforms such as Osaic Wealth’s Vision2020, SEI programs and Schwab Institutional, including SMA and UMA solutions. While Davidson maintains discretion in certain program accounts, a substantial portion of client assets—roughly $111.6 million of the firm’s $172.4 million—are managed on a non‑discretionary basis and clients can impose investment restrictions. Distinctive features include the firm’s predominantly non‑discretionary asset base and its status as a licensed insurance agency whose associated persons sell life and health insurance and may receive commissions, in addition to providing advisory services. The firm’s principals are also registered representatives affiliated with Osaic Wealth, and Davidson participates in fee‑sharing and third‑party program arrangements and offers retirement plan fiduciary consulting, factors prospective clients may want to consider when evaluating conflicts of interest and oversight.

To learn more about the advisors currently working at Davidson Wealth Management 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.