Daniel Davila
Investment adviser representative at Austin Wealth Management, LLC
42 yearsExperience
1 stateRegistered in
PFSDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
42 years in the industry.
- Austin Wealth Management, LLCSep 2025 to now
- Dobl TaxSep 2025 to now
- Dk Partners, Pc.Jan 1984 to now
- Austin Wealth Management, LLCOct 2014 to Nov 2020
- Purshe Kaplan Sterling InvestmentsOct 2014 to Dec 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (TX).
Austin Wealth Management, LLC
$1.1BAssets managed
629Clients
10Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1686004
- Firm CRD
- 172793