Davis Private Wealth, LLC

Davis Private Wealth, LLC (CRD# 285952) is a financial advisory firm headquartered in Royal Palm Beach, FL. They manage $123,300,000 in 643 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $191,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MS

Financial Advisors at Davis Private Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joshua S. Davis
CRD#: 5548317
9100 Belvedere Road, Suite 209, Royal Palm Beach, FL 33411

Joshua Davis (CRD# 5548317) is an Investment Advisor Representative working at Davis Private Wealth, LLC in Wellington, FL and has 8 years of experience in the finance industry. Joshua Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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