Daniel Davila

AUSTIN WEALTH MANAGEMENT

AUSTIN, TX 78756

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CRD#: 1686004

Professional summary

Daniel Davila III, who also goes by Daniel Davila, Danny Davila III, is a registered financial advisor currently at AUSTIN WEALTH MANAGEMENT, LLC located in Austin, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Daniel has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Davila | Danny Davila Iii

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Davila III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2025 - Present

AUSTIN WEALTH MANAGEMENT, LLC

Office #1: 5209 Burnet Road Ste. 210, Austin, TX 78756

RIA

CRD#: 172793

AUSTIN, TX

Past

October 16, 2014 - February 20, 2019

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Austin, TX

Past

September 26, 2014 - December 16, 2020

AUSTIN WEALTH MANAGEMENT, LLC

RIA

CRD#: 172793

AUSTIN, TX

Past

February 21, 2012 - October 17, 2014

TRIAD ADVISORS LLC

RIA

CRD#: 25803

AUSTIN, TX

Past

November 23, 2009 - September 1, 2011

HENRICKSON NAUTA WEALTH ADVISORS, INC.

RIA

CRD#: 141201

AUSTIN, TX

Past

October 13, 2009 - October 17, 2014

TRIAD ADVISORS LLC

CRD#: 25803

AUSTIN, TX

Past

January 4, 2001 - October 14, 2009

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

AUSTIN, TX

Past

January 4, 2001 - October 14, 2009

NATIONAL PLANNING CORPORATION

CRD#: 29604

AUSTIN, TX

Past

July 8, 1987 - January 23, 2001

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN WEALTH MANAGEMENT, LLC | JMH WEALTH MANAGEMENT, LLC

CRD#: 172793 / SEC#: 801-117954

RIA

Registered Investment Advisory firm - (1/13/2020 Approved)

Louisiana

Registered Investment Advisory firm - (1/21/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/14/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/21/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/13/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 7/6/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/17/1998

General Securities Principal Examination

Current Firm

AUSTIN WEALTH MANAGEMENT, LLC

AUSTIN WEALTH MANAGEMENT, LLC | JMH WEALTH MANAGEMENT, LLC

CRD#: 172793 / SEC#: 801-117954

RIA

Registered Investment Advisory firm - (1/13/2020 Approved)

Louisiana

Registered Investment Advisory firm - (1/21/2020 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2020 Terminated)

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Contact information

Main Address

5209 Burnet Road Ste. 210, Austin, TX 78756

Mailing Address

Phone number

(512) 467-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AWM FORM ADV PART 2A (10/23/2025)

Regulatory assets under management

Total Number of Accounts	2,671
AUM (Assets Under Management)	$ 766,414,063

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Daniel Davila

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Davila III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

AUSTIN WEALTH MANAGEMENT, LLC

TRIAD ADVISORS LLC

HENRICKSON NAUTA WEALTH ADVISORS, INC.

TRIAD ADVISORS LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

AUSTIN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/6/1987

SIE

Date: 12/14/2024

Series 7

Date: 11/21/1987

Series 22

Date: 7/13/1987

Series 6

Date: 7/6/1987

Series 24

Date: 12/17/1998

Current Firm

AUSTIN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AUSTIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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