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Managing Member/chief Compliance Officer · Davis Wealth Advisors

Melinda K. Davis

CRD 5089384 · Named on Form ADV at one SEC-registered adviser

At a glance

Davis Wealth Advisors, an SEC-registered wealth manager based in Salem, NH with $197 million in regulatory assets, lists Melinda K. Davis on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Davis Wealth AdvisorsManaging Member/chief Compliance OfficerWealth manager · Salem, NH · $197M in regulatory assets

AtlasMembers

Melinda’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Melinda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.