July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm. The companies goal is to provide upscale service with efficiency to clients. Schedule monthly pro-active contacts, quarterly client reviews and semiannual face-to face meetings (when geographically possible). The company operates out of Pompano Beach, FL
| Website | http://www.tdwealth.net |
| Revenue | $150 million |
| Employees | View employees |
| Address | 1600 S Federal Hwy, Ste 901, Pompano Beach, Florida 33062, US |
| Phone | +1 954-353-6198 |
| Fax | (954) 353-9482 |
| Industry | Brokerage, Finance |
| Competitors | J.P. Morgan, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Raymond James, Betterment, Wealthfront, Personal Capital +42 more (view full list) |
| SIC | SIC Code 874 Companies, SIC Code 87 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56111 Companies |
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Davies Wealth Questions
The Davies Wealth annual revenue was $150 million in 2026.
Davies Wealth is based in Pompano Beach, Florida.
The NAICS codes for Davies Wealth are [56, 561, 561110, 5611, 56111].
The SIC codes for Davies Wealth are [874, 87].
