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Davidson Wealth Management

EST. AUM
$500,000,000

CONTACTS
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CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website davidsonwm.com
Client types

Overview

Founded in 1981 by Chris Davis, Davidson Wealth Management provides holistic, purpose-driven financial guidance centered around each client’s unique story. The firm’s mission is to deliver personalized wealth management that blends empathy, trust, and excellence. Partnered with &Partners, Davidson leverages institutional-grade resources and cutting-edge technology while maintaining independent fiduciary integrity. Their integrated services include investment management, estate and retirement planning, executive compensation strategies, and risk management. Through a relationship-based approach, the team focuses on long-term financial stewardship, empowering families, entrepreneurs, and professionals to achieve meaningful financial security and multigenerational success.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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