DAVIS PRIVATE WEALTH, LLC

ROYAL PALM BEACH, Florida·1 registered advisor·CRD# 285952
SEC# 801-1222681(561) 284-8999
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DAVIS PRIVATE WEALTH, LLC

1 registered advisor
Joshua Stephen Davis
ROYAL PALM BEACH, Florida
05

Office Locations

ROYAL PALM BEACH, Florida
1 advisor

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Data sourced from SEC Form ADV filings. DAVIS PRIVATE WEALTH, LLC (CRD# 285952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.