Davis Private Wealth, LLC
Davis Private Wealth, LLC is an SEC-registered wealth manager in Royal Palm Beach, FL with $192.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Davis Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285952, SEC 801-122268, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $192.7M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Royal Palm Beach, FL
- Employees
- 3
- Clients
- 144
- CRD
- 285952
- Ownership
- DAVIS, JOSHUA, STEPHEN
How much AUM does Davis Private Wealth, LLC have?
Davis Private Wealth, LLC reported $192.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Davis Private Wealth, LLC?
Disclosed owners and executives of Davis Private Wealth, LLC include DAVIS, JOSHUA, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.