# Davison Wealth Management

Davison Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 153303
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153303

## About

DAVISON WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### What services does Davison Wealth Management offer?

Davison Wealth Management provides financial planning, investment management, and wealth advisory services to high-net-worth individuals and families. The firm also offers tax-efficient strategies, estate planning, and retirement income planning.

### Is Davison Wealth Management a fiduciary?

Yes, as a registered investment advisor (RIA), Davison Wealth Management operates under a fiduciary standard. The firm is required by law to act in the best interests of its clients and to disclose any potential conflicts of interest.

### What is the investment philosophy of Davison Wealth Management?

Davison Wealth Management uses asset allocation and portfolio diversification to build client portfolios. The firm utilizes a mix of individual securities, exchange-traded funds, and mutual funds. Technology is employed for rebalancing and performance reporting.

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Last updated: 2026-07-06T01:24:15.093Z

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