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).
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Total Assets Under Management123MILLION
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Total Number of Accounts643ACCOUNTS
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Average Account Value$191,757
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, LA, MS
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.