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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DAVIS WEALTH ADVISORS

DAVIS WEALTH ADVISORS LLC, CRD 287736

SALEM, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39723e5c-beb7-b039-1af8-2734d4254872

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 25, 2024 to Jul 6, 2026
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $197MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $186M
Private client RAUM: $188MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $49.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 557
Individual clients: 15
High net worth clients: 72
Custody, client assets: $97.2M
SEC number: 801-130754
CRD: 287736
Filings on the tape: 5
First filed: Jun 25, 2024
Latest filed: Jul 6, 2026
Organised: Limited Liability Company, NH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MELINDA KAY DAVIS	Certified Financial Planner	SALEM, NH \| Hampstead, NH	9	20	4	no
STEPHANIE CASTONGUAY GRIEBEL	Certified Financial Planner	SALEM, NH \| Andover, MA	4	15	3	no
Zachary Scott Gibbons	n/a	SALEM, NH \| Salem, NH	2	13	n/a	no
Patrick Joseph Xavier	n/a	SALEM, NH \| Cambridge, MA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS, MELINDA, KAY	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	02/2017	Jun 25, 2024	Jun 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$197M	$186M	6	5	0	n/a	n/a
2024	Mar 31, 2025	$159M	$156M	4	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$197M	$159M	24.2%	n/a	n/a	6	4	4	0

Relationships

Registered with (5)

← Patrick Joseph XavierAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Zachary Scott GibbonsAdvisorregistration: current employment
Jan 10, 2024 to presentfactForm ADV
← STEPHANIE CASTONGUAY GRIEBELAdvisorregistration: current employment
Jul 29, 2022 to presentfactForm ADV
← MELINDA KAY DAVISAdvisorregistration: current employment
Apr 5, 2017 to presentfactForm ADV
← Megan Ann HaveyAdvisorregistration: previous registration
May 3, 2022 to Jan 6, 2023factForm ADV

Controls (1)

← DAVIS, MELINDA, KAYOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 25, 2024 to Jun 25, 2024factForm ADV

Dated events

Occurred
Jun 25, 2024
First Form ADV filing
Davis Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2023
Advisor changed firm
Megan Ann Havey left Davis Wealth Advisors for Ballentine Partners (registered 2023-01-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:39723e5c-beb7-b039-1af8-2734d4254872
First observed: Jun 25, 2024
Last observed: Jul 6, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVIS WEALTH ADVISORS

DAVIS WEALTH ADVISORS LLC, CRD 287736

SALEM, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:39723e5c-beb7-b039-1af8-2734d4254872

Data as of Jul 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MELINDA KAY DAVIS

Certified Financial Planner

SALEM, NH | Hampstead, NH

STEPHANIE CASTONGUAY GRIEBEL

Certified Financial Planner

SALEM, NH | Andover, MA

Zachary Scott Gibbons

n/a

SALEM, NH | Salem, NH

n/a

Patrick Joseph Xavier

n/a

SALEM, NH | Cambridge, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, MELINDA, KAY

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

02/2017

Jun 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$197M

$186M

n/a

2024

Mar 31, 2025

$159M

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$197M

$159M

24.2%

n/a