# DAVIS PRIVATE WEALTH, LLC

DAVIS PRIVATE WEALTH, LLC of ROYAL PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 285952
- Type: SEC-registered investment adviser
- SEC file number: 801-122268
- Location: 9100 BELVEDERE ROAD, SUITE 209, ROYAL PALM BEACH, FL, 33411
- Phone: (561) 284-8999
- Latest filing: 2026-06-25
- Regulatory AUM: $192.7M
- Discretionary AUM: $185.8M
- Non-discretionary AUM: $6.9M
- Clients: 3
- Accounts: 609

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Stephen Davis | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DAVIS GARY STEPHEN | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285952/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285952/similar
- Related entities: https://search.stillhousedata.com/firm/285952/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285952

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.