# Davie Kaplan Wealth Care Advisors

Davie Kaplan Wealth Care Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 140436
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140436

## About

DAVIE KAPLAN WEALTH CARE ADVISORS, LLC is a state-registered investment adviser in ROCHESTER, NY. The firm employs 16 employees and 15 investment advisers. It is based in ROCHESTER, NY.

## Sectors

- Wealth Management

## Questions

### How does Davie Kaplan source proprietary deal flow?

As a registered investment advisor without a disclosed private-market investment arm, the firm does not source proprietary deal flow in the traditional sense. Its client relationships stem from the accounting and tax practice of the broader Davie Kaplan organization, generating referrals rather than external deal sourcing.

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Last updated: 2026-06-03T20:00:00.000Z

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