Overview
Assets Under Management: $172 million
Headquarters: ROYAL PALM BEACH, FL
High-Net-Worth Clients: 109
Average Client Assets: $280,733
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 109 high-net-worth clients according to their SEC filing dated March 12, 2025. 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 $172 million in client assets according to their SEC filing dated March 12, 2025.
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: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.74
Average High-Net-Worth Client Assets: $280,733
Total Client Accounts: 650
Discretionary Accounts: 465
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 285952
Filing ID: 1953650
Last Filing Date: 2025-03-12 17:29:00
Website: https://davisprivatewealth.com