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Davis & Wehrle, LLC (Round Rock)


Davis & Wehrle, LLC is an adviser based in Round Rock. It manages $82.83 million of regulatory assets for 249 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Mississippi and Texas.

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Davis & Wehrle provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Davis & Wehrle: assets under management

The assets under management (AUM) of Davis & Wehrle, LLC is $82.83 million. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.03 million in discretionary accounts and $47.81 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $514.06 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Davis & Wehrle, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Round Rock

The principal office where Davis & Wehrle, LLC performs its advisory services is located at 1104 S. Mays, Round Rock, TX 78664 6700, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-346-1131 or by fax 512-346-8862. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at daviswehrle.com.


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