Davis Wealth Management

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

136 E Idaho Ave Ste 202, Meridian, Idaho...

Phone Number

(208) 703-6548

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
1
1
1
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1

About Davis Wealth Management

Davis Wealth Management is an independent financial planning firm that offers a range of services including wealth accumulation, retirement planning, life insurance, and tax planning. They focus on creating tailored strategies to help clients navigate their financial journeys, ensuring that their individual goals are met. The firm prides itself on its ethical approach and commitment to client advocacy, free from ties to specific financial products. With a team of experienced Certified Financial Planners, they aim to protect clients from financial uncertainty and prepare them for a prosperous future.Explore more
Davis Wealth Management's Social MediaPopular SearchesDavis Wealth ManagementDavis WealthSIC Code 62,628NAICS Code 52,523Show more

Davis Wealth Management Org Chart

JD
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President & Chief Executive Officer

PhoneEmail
Marie Davis, Chief Operating Officer at Davis Wealth Management
United States flag for contact location.

Chief Operating Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Davis Wealth Management

<$5M
1-10
Private
-
-
JD
Jared DavisPresident & CEO
$5M
1-10
Private
-
2015
JN
Jazmine NazarioDirector, Client Services
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2013
TG
Tammi GatesScheduling Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1979
<$5M
1-10
Private
-
2016
CC
Cindy CoupalWealth Management Coordinator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Davis Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Davis Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Davis Wealth Management.

Davis Wealth Management Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Davis Wealth Management

What is Davis Wealth Management's official website?
Davis Wealth Management's official website is www.daviswealth.net
What is Davis Wealth Management's Revenue?
Davis Wealth Management's revenue is <$5 Million
What is Davis Wealth Management's SIC code?
Davis Wealth Management's SIC: 62,628
What is Davis Wealth Management's NAICS code?
Davis Wealth Management's NAICS: 52,523
How many employees does Davis Wealth Management have?
Davis Wealth Management has 1-10 employees
What industry does Davis Wealth Management belong to?
Davis Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Davis Wealth Management competition?
Davis Wealth Management top competitors include: Reed Financial Group, Copper Canyon Wealth Management, Mainsail Advisor Group, Keystone Financial Resources
What technology does Davis Wealth Management use?
Some of the popular technologies that Davis Wealth Management uses are: Cloudflare Website Optimization, BBB For Businesses, Microsoft 365, Google Tag Manager
How do I contact Davis Wealth Management?
Davis Wealth Management contact info: Phone number: (208) 703-6548 Website: www.daviswealth.net
What does Davis Wealth Management do?

Davis Wealth Management is an independent financial planning firm that offers a range of services including wealth accumulation, retirement planning, life insurance, and tax planning. They focus on creating tailored strategies to help clients navigate their financial journeys, ensuring that their individual goals are met. The firm prides itself on... its ethical approach and commitment to client advocacy, free from ties to specific financial products. With a team of experienced Certified Financial Planners, they aim to protect clients from financial uncertainty and prepare them for a prosperous future.Read More

What are Davis Wealth Management social media links?
Davis Wealth Management Linkedin page Davis Wealth Management Twitter page Davis Wealth Management Facebook page
Is Davis Wealth Management a public company?
Davis Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Davis Wealth Management

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