Davis Private Wealth, LLC

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Client assets under management

$182,300,000

Clients

129

55% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,413,178

About

Davis Private Wealth, LLC provides portfolio management, financial planning, and ongoing retainer consulting to individuals, high‑net‑worth clients, and certain retirement plans. The firm’s brochure describes individualized Investment Policy Statements and offers both discretionary and non‑discretionary management as well as one‑time or ongoing planning engagements.

The firm implements client plans primarily through long‑term trading across ETFs, mutual funds, common stocks, fixed income and “other types of securities,” tailoring allocations to each client’s goals, time horizon and documented risk tolerance. DPWL requests discretionary authority for trading, conducts at least quarterly account reviews, and discloses the use of alternative investment vehicles and separately managed accounts as part of its investment program.

Distinctive features highlighted in the brochure include a disclosure that the firm may use derivatives in separately managed accounts and an explicit discussion of artificial intelligence and machine‑learning risks associated with third‑party service providers, together with periodic due diligence on those providers. The firm’s filings also report approximately $185.5 million in discretionary assets and $6.9 million in non‑discretionary assets as of December 31, 2025, and identify participation on multiple custodian platforms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Wealth management

Fee options

Fixed

$2,500 - $10,000 for financial planning projects

Percentage

$0 - $500,000: 1.25% $500,001 - $3,000,000: 0.80% $3,000,001+: 0.60%

Project-based

$100 - $400 per hour billed in 15-minute increments

Subscriptions

$200 - $2,000 monthly retainer fee plus $750 initial strategy fee for retainer clients

Other

Account minimum: $200,000

Main office location

Davis Private Wealth, LLC

9100 Belvedere Road, Suite 209

Royal Palm Beach FL 33411, United States

Number of offices

Most active in

California · Florida · Mississippi

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (561) 284-8999

Advisors at this firm

Joshua D

CFP®

Royal Palm Beach, FL

Davis Private Wealth, LLC

Joshua Davis is a CFP® professional with 13 years of experience in financial advising. He has worked at Davis Private Wealth, LLC since 2017 and previously at Castle Wealth Management from 2011 to 2017. Davis serves on the board of the Financial Planning Association of South Florida and owns an online member business directory for CPAs called Find My CPA, LLC. Davis Private Wealth, LLC provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and certain retirement plans. The firm emphasizes individualized investment strategies using a range of securities and incorporates both discretionary and non-discretionary management with regular account reviews.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Wealth management

Nathan A

Series 63, Series 66

Royal Palm Beach, FL

Davis Private Wealth, LLC

Nathan Amos is a financial advisor at Davis Private Wealth, LLC with three years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at Ameriprise Financial Services and Thrivent Financial. Outside of his advisory role, he is co-owner of Agape Handcrafted Goods, a business specializing in tallow moisturizers and other cosmetic products. Davis Private Wealth provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and certain retirement plans. The firm emphasizes long-term trading strategies tailored to clients’ goals and risk tolerance, offering both discretionary and non-discretionary management.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting Wealth management

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