Overview
Assets Under Management: $193 million
Headquarters: ROYAL PALM BEACH, FL
High-Net-Worth Clients: 71
Average Client Assets: $2.2 million
Frequently Asked Questions
DAVIS PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285952), DAVIS PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
DAVIS PRIVATE WEALTH, LLC is headquartered in ROYAL PALM BEACH, FL.
DAVIS PRIVATE WEALTH, LLC serves 71 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, DAVIS PRIVATE WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
DAVIS PRIVATE WEALTH, LLC manages $193 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, DAVIS PRIVATE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.63%
Average Client Assets: $2.2 million
Total Client Accounts: 609
Discretionary Accounts: 474
Non-Discretionary Accounts: 135
Regulatory Filings
CRD Number: 285952
Filing ID: 2057488
Last Filing Date: 2026-02-20 10:49:58