Landon Hale Davis
Investment adviser representative at True Private Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
14 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.
- True Private Wealth Advisors, LLCJul 2024 to now
- Bds School DistrictAug 2020 to May 2024
- Sweet Grass RanchMay 2020 to Sep 2024
- Montana State UniversityAug 2019 to May 2024
- Sprague High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
True Private Wealth Advisors, LLC
$1.4BAssets managed
1,592Clients
11Advisers
14 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
- 7527465
- Firm CRD
- 164947