Davis Private Wealth, LLC
● SEC registered since 2021CRD 285952SEC# 801-122268Royal Palm Beach, FL
Reg. AUM
$192.7M
Employees
3
Accounts
609
Location
Royal Palm Beach, FL
Davis Private Wealth, LLC assets under management
Davis Private Wealth, LLC is an SEC-registered investment adviser based in Royal Palm Beach, FL. The firm has been registered since 2021. It reports $192.7 million in regulatory assets under management and employs 3 people.
Davis Private Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Stephen Davis Control | Managing Member & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Davis Private Wealth, LLC manage?
Davis Private Wealth, LLC reports $192.7 million in regulatory assets under management on its Form ADV.
How many employees does Davis Private Wealth, LLC have?
Davis Private Wealth, LLC reports 3 employees.
Where is Davis Private Wealth, LLC located?
Davis Private Wealth, LLC is based in Royal Palm Beach, FL and has been SEC-registered since 2021.
Does Davis Private Wealth, LLC disclose fund performance?
Davis Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411 |
| Phone | (561) 284-8999 |
| Fax | (561) 853-0848 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$192.7Mregulatory AUM
Discretionary $185.8MNon-discretionary $6.9M