Colby Lauten Davis
Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- Wealthcare Advisory Partners LLCMay 2022 to now
- Wealthcare Advisory Partners LLC dba Wiser Wealthcare, Inc.Jan 2021 to now
- M.S. Howells & CoMar 2020 to now
- Carolina Financial ProfessionalsJan 2020 to now
- Wiser Benefit ConsultantsJan 2020 to now
- Wiser Financial Coaching LLCJan 2020 to Jul 2020
- Rody's TavernNov 2019 to Mar 2020
- KanpaiJul 2019 to Nov 2019
- Smitty's GrillFeb 2016 to Feb 2017
- Cracker BarrelDec 2015 to Jul 2019
- Triad Advisors,inc.Dec 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 5487091
- Firm CRD
- 171976