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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 9, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, JOSHUA, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 9, 2025 REGISTERED
Notice Filings (4)
CA FL LA MS
Address
9100 BELVEDERE ROADSUITE 209
ROYAL PALM BEACH, FL 33411
United States
Phone: (561) 284-8999