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Davies Wealth ManagementFinancial advisor in Stuart, FL

Davies Wealth Management is a financial advisor at 684 SE Monterey Rd, Stuart, FL 34994, ranked #9 of 93 financial advisors in Stuart and rated 5.0 from 15 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Stuart, FLUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Davies Wealth Management
Address684 SE Monterey Rd, Stuart, FL 34994Get directions
Phone(772) 210-4031
Websitetdwealth.net
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 15 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Stuart and 7 towns within 25 miles: Palm City, Port Salerno, Jensen Beach, Hobe Sound, Port Saint Lucie, Jupiter and Fort Pierce.

Based in Stuart, FLView on map

Opening hours

Opening hours for Davies Wealth Management
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Davies Wealth Management

How is Davies Wealth Management ranked in Stuart?

Davies Wealth Management is ranked #9 of 93 financial advisors in Stuart by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Davies Wealth Management’s hours?

Davies Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Davies Wealth Management serve?

Serves Stuart and 7 towns within 25 miles: Palm City, Port Salerno, Jensen Beach, Hobe Sound, Port Saint Lucie, Jupiter and Fort Pierce. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Davies Wealth Management?

Davies Wealth Management has a rating of 5.0 from 15 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Davies Wealth Management?

Call Davies Wealth Management on (772) 210-4031. The business is at 684 SE Monterey Rd, Stuart, FL 34994. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Davies Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Davies Wealth Management (this business)—695.0 (15)NoNo
Initiative Wealth Planners#7695.0 (16)NoNo1.6 mi
Bridge Financial - Accounting & Financial Planning#8695.0 (368)NoNo1.6 mi
Main Street Funding Group, LLC#10695.0 (14)NoNo2.9 mi

See all 93 ranked financial advisors in Stuart