DAVIS PRIVATE WEALTH, LLC
CRD #285952 SEC #801-122268 ROYAL PALM BEACH, FL (561) 284-8999
SEC Registered
Total AUM
$172.5M
Discretionary
$160.7M
Employees
4
Clients
1
Accounts
650
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $172.5M | $160.7M | $11.8M | 4 | 0 |
| Mar 2025 | $172.5M | $160.7M | $11.8M | 4 | 0 |
| Aug 2024 | $123.3M | $112M | $11.3M | 4 | 0 |
| Apr 2024 | $123.3M | $112M | $11.3M | 4 | 0 |
| Feb 2024 | $123.3M | $112M | $11.3M | 4 | 0 |
| Nov 2023 | $100.1M | $96.4M | $3.7M | 4 | 0 |
| May 2023 | $100.1M | $96.4M | $3.7M | 4 | 0 |
| Feb 2023 | $100.1M | $96.4M | $3.7M | 4 | 0 |
| Sep 2022 | $116M | $112.7M | $3.3M | 2 | 0 |
| Jul 2022 | $116M | $112.7M | $3.3M | 2 | 0 |
| Feb 2022 | $116M | $112.7M | $3.3M | 2 | 0 |
| Sep 2021 | $109.1M | $106.8M | $2.3M | 1 | 2 |
| Aug 2021 | $109.1M | $106.8M | $2.3M | 1 | 2 |
| Aug 2021 | $109.1M | $106.8M | $2.3M | 1 | 2 |
DateDec 2025
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees4
Clients0
DateMar 2025
Total AUM$172.5M
Discretionary$160.7M
Non-Disc.$11.8M
Employees4
Clients0
DateAug 2024
Total AUM$123.3M
Discretionary$112M
Non-Disc.$11.3M
Employees4
Clients0
DateApr 2024
Total AUM$123.3M
Discretionary$112M
Non-Disc.$11.3M
Employees4
Clients0
DateFeb 2024
Total AUM$123.3M
Discretionary$112M
Non-Disc.$11.3M
Employees4
Clients0
DateNov 2023
Total AUM$100.1M
Discretionary$96.4M
Non-Disc.$3.7M
Employees4
Clients0
DateMay 2023
Total AUM$100.1M
Discretionary$96.4M
Non-Disc.$3.7M
Employees4
Clients0
DateFeb 2023
Total AUM$100.1M
Discretionary$96.4M
Non-Disc.$3.7M
Employees4
Clients0
DateSep 2022
Total AUM$116M
Discretionary$112.7M
Non-Disc.$3.3M
Employees2
Clients0
DateJul 2022
Total AUM$116M
Discretionary$112.7M
Non-Disc.$3.3M
Employees2
Clients0
DateFeb 2022
Total AUM$116M
Discretionary$112.7M
Non-Disc.$3.3M
Employees2
Clients0
DateSep 2021
Total AUM$109.1M
Discretionary$106.8M
Non-Disc.$2.3M
Employees1
Clients2
DateAug 2021
Total AUM$109.1M
Discretionary$106.8M
Non-Disc.$2.3M
Employees1
Clients2
DateAug 2021
Total AUM$109.1M
Discretionary$106.8M
Non-Disc.$2.3M
Employees1
Clients2