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Davis Private Wealth, LLC

● SEC registered since 2021CRD 285952SEC# 801-122268Royal Palm Beach, FL
Export (members)
Reg. AUM
$172.5M
Employees
4
Accounts
650
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 $172.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/davis-private-wealth-llcView on SEC.gov ↗

Davis Private Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua Stephen Davis ControlManaging Member & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Davis Private Wealth, LLC manage?

Davis Private Wealth, LLC reports $172.5 million in regulatory assets under management on its Form ADV.

How many employees does Davis Private Wealth, LLC have?

Davis Private Wealth, LLC reports 4 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

Address9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411
Phone(561) 284-8999
Fax(561) 853-0848
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$160.7M
Non-discretionary$11.8M
Total (RAUM)$172.5M