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Joshua Stephen Davis

DAVIS PRIVATE WEALTH, LLC·ROYAL PALM BEACH, Florida
Clean record13 years registeredDAVIS PRIVATE WEALTH, LLC
9100 BELVEDERE ROAD, ROYAL PALM BEACH, FL 33411CRD# 5548317Firm CRD# 285952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joshua Stephen Davis · ROYAL PALM BEACH, FL
Registration
CRD #5548317 · DAVIS PRIVATE WEALTH, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

DAVIS PRIVATE WEALTH, LLC
Jan 2017 – present
CASTLE WEALTH MANAGEMENT
Jan 2013 – Feb 2017
WEST PALM BEACH, FL
02

Registrations & Exams

Registration record
First registered · January 29, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIS PRIVATE WEALTH, LLC
CRD 285952 · SEC 801-122268
AUM
$123M
Regulatory assets under management
Employees
4
643 client accounts
Services offered by DAVIS PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAVIS PRIVATE WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Joshua Stephen Davis offer?
Joshua Stephen Davis specializes in Financial Planning, Investment Management. Contact their office in ROYAL PALM BEACH, Florida for a consultation.
What are Joshua Stephen Davis's credentials?
Joshua Stephen Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Stephen Davis located?
Joshua Stephen Davis is based in ROYAL PALM BEACH, Florida, working with DAVIS PRIVATE WEALTH, LLC. Their office serves clients in the ROYAL PALM BEACH metropolitan area and surrounding communities.
How does Joshua Stephen Davis charge for services?
Joshua Stephen Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAVIS PRIVATE WEALTH, LLC?
DAVIS PRIVATE WEALTH, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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