DAVIS PRIVATE WEALTH, LLC

DAVIS PRIVATE WEALTH, LLC of ROYAL PALM BEACH, FL is an SEC-registered investment adviser (CRD 285952). Regulatory assets under management: $192.7M.

Registration

• CRD: 285952
• SEC file number: 801-122268
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285952 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search