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Chief Executive Officer (CEO) · True Private Wealth Advisors, LLC

Michael B. Davis

CRD 2289138 · Named on Form ADV at one SEC-registered adviser

At a glance

True Private Wealth Advisors, LLC, an SEC-registered wealth manager based in Salem, OR with $1.4 billion in regulatory assets, lists Michael B. Davis on its Form ADV as Chief Executive Officer (CEO), a control person.

Firms and roles

AtlasMembers

Michael’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.

Colleagues named on the same filings

  • Todd A. GescherChief Investment Officer (CIO), True Private Wealth Advisors, LLC
  • Jason D. HerberChief Financial Officer (CFO), True Private Wealth Advisors, LLC
  • Stephen R. AltmanFounding Partner, Managing Member, True Private Wealth Advisors, LLC
  • Madison E. LaughlinChief Administrative Officer (CAO), Chief Compliance Officer (CCO), True Private Wealth Advisors, LLC
  • Thomas C. PatersonChief Operations Officer (COO), True Private Wealth Advisors, LLC

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