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DAVIS PRIVATE WEALTH, LLC
CRD 285952 · SEC 801-122268
9100 BELVEDERE ROAD, SUITE 209, ROYAL PALM BEACH, FL, 33411, United States
Phone
(561) 284-8999
Fax
(561) 853-0848
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.7M
Discretionary AUM
$185.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $25.0M |
| High net worth individuals | 71 | $157.3M |
| Pension/profit sharing plans | 15 | $10.4M |
States served
CA, MS, FL
All web addresses on file
Official SEC filing: View on IAPD