# Davis & Wehrle

Davis & Wehrle is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** daviswehrle.com

## Regulatory record

- **CRD number:** 144572
- **SEC file number:** 801-68168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144572

## About

DAVIS & WEHRLE, LLC is an SEC-registered investment adviser in ROUND ROCK, TX. The firm manages approximately $40 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What is the investment focus of Davis & Wehrle?

No sector preferences, asset-class allocations, or investment stages have been publicly stated. The firm has not disclosed any portfolio companies, fund commitments, or direct holdings.

### How can allocators evaluate Davis & Wehrle?

Due to the absence of public information, allocators must rely on direct engagement with the firm. No third-party verification of its operations, strategy, or track record exists.

### Where does the capital managed by Davis & Wehrle originate?

The source of capital — whether from a family fortune, a business sale, or other means — is not publicly attributed to any individual or entity.

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Last updated: 2026-07-11T04:11:34.000Z

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