Daniel Davila

Employer firm

Austin Wealth Management, LLC CRD 172793

$1.08B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1984 → Present
  Dk Partners, Pc.
  Austin, TX
• 10/2014 → 11/2020
  Austin Wealth Management, Llc
  Austin, TX
• 10/2014 → 12/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2025 → Present
  Austin Wealth Management, Llc
  Austin, TX
• 09/2025 → Present
  Dobl Tax
  Austin, TX

Previous Registrations

• 2014-09-26 → 2020-12-16
  Austin Wealth Management, Llc
  Austin, TX
• 2012-02-21 → 2014-10-17
  Triad Advisors Llc
  Atlanta, GA
  Austin, TX
• 2009-11-23 → 2011-09-01
  Henrickson Nauta Wealth Advisors, Inc.
  Austin, TX
  Belmont, MI
• 2001-01-04 → 2009-10-14
  National Planning Corporation
  Austin, TX

Other Businesses

1. DANIEL DAVILA III FAMILY LIMITED PARTNERSHIP; NOT INVESTMENT RELATED; 7207 MCNEIL DR. AUSTIN TX 78729; FAMILY OWNED INVESTMENT COMPANY; GENERAL PARTNER;1/1999; 6HRS/MO; 0HRS/DAY; COMPENSATION - DISTRIBUTIONS ONLY; MANAGE A VARIETY OF ASSETS (REAL ESTATE, RANCH, STOCKS, OTHER CLOSELY HELD ENTITIES) 2. Davila Partners, Inc. Not Investment Related. 8329 Lime Creek Road, Volente, TX 78641. Pharmaceutical Sales. Secretary/Treasurer. 07/2016. 10 Hrs/Mo; All During Trading Hours. Accountant/Admin. 3. Heartland Roofing & Construction, LLC. Not Investment Related. 8329 Lime Creek Road, Volente, TX 78641. Roofing & Construction. Secretary/Treasurer. 01/2017. 15 Hrs/Mo; All During Trading Hours. Accountant/Admin.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Designations

• Personal Financial Specialist

Other Names

• Danny Davila
• Daniel Davila