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Products & Services
About Davis Wealth Management
Davis Wealth Management is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Mankato, Minnesota, United States, operating in Financial Services and employing 6-10 people.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Davis Wealth Management is one of 52,582 Financial companies listed in Minnesota.
Business Contact Information
- Phone
- +1 (507) 3441076
- Fax
- +XXX (507) 3441077
- Website
- davis-wealthmanagement.com
- Address
- 150 Saint Andrews Ct, Mankato, Minnesota, 56001, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 6 (6-10)
- Annual Revenue
- $1.1M ($1M-$5M)
Davis Wealth Management: frequently asked questions
What does Davis Wealth Management do?
Davis Wealth Management is a company reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in Mankato, Minnesota, United States, operating in Financial Services and employing 6-10 people.
Where is Davis Wealth Management located?
Davis Wealth Management is headquartered at 150 Saint Andrews Ct, Mankato, Minnesota, 56001, United States.
How many employees does Davis Wealth Management have?
Davis Wealth Management has about 6 employees (the 6-10 range).
What is Davis Wealth Management's annual revenue?
Davis Wealth Management's annual revenue is estimated at $1.1M (the $1M-$5M range).
What industry is Davis Wealth Management in?
Davis Wealth Management is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Davis Wealth Management?
Its website is davis-wealthmanagement.com and its phone number is +1 (507) 3441076.
What companies are similar to Davis Wealth Management?
Other large financial companies in Minnesota include UnitedHealth Group Inc, United HealthCare Services Inc, US Bank and Arch Capital.
Largest financial companies in Minnesota
Largest financial companies
Manufacturing sales in Minnesota, 2026
In Minnesota, Factur's 2026 study counted 32 manufacturing quotes worth $307K and 7 purchase orders over 12 months: 22% of quotes became orders, against 21% nationally. See the Minnesota data.
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