Davis Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$182,300,000
Clients
129
Advisors
2
of 3 employees
About
Davis Private Wealth, LLC provides advisory services primarily to individuals, high‑net‑worth individuals and certain retirement plans. The firm offers ongoing discretionary portfolio management, one‑time and ongoing financial planning (including monthly retainer options), and sub‑advisory investment management for other registered investment advisers.
DPWL prepares a written Investment Policy Statement for each client and generally implements client strategies through long‑term trading across ETFs, mutual funds, common stocks, fixed income and alternative investment vehicles, with portfolio decisions made in accordance with each client’s risk tolerance. The firm typically exercises discretionary authority, conducts at least quarterly account reviews, and discloses the use of service providers that incorporate artificial intelligence and machine‑learning components.
Notably, the firm’s brochure indicates it may use derivatives in separately managed accounts, a practice that is uncommon among similar supported firms, and it documents a formal sub‑advisory business relationship with fee sharing to third‑party advisers. The combination of derivatives usage, explicit sub‑advisory offerings, and bundled planning retainer services—alongside institutional custodial relationships that provide operational benefits—differentiates its operational model from many small advisory firms.
Client services
Expertise
Fee options
$2,500 - $10,000, one-time or ongoing, charged quarterly in advance
$0 - $500,000: 1.25% $500,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
$100-$400 per hour, billed in 15-minute increments
Monthly retainer fees ranging from $200 to $2,000, billed monthly in advance; includes a one-time $750 initial strategy fee
Account minimum: $200,000
Main office
9100 Belvedere Road, Suite 209
Royal Palm Beach FL 33411
Advisors at this office
2
Most active in
California · Florida · Mississippi
Also doing business as
Davis Private Wealth, LLC · Dentist Financial Planning · The Wealth Practice
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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 industry experience. He has worked at Davis Private Wealth, LLC since 2017 and previously spent six years at Castle Wealth Management. He serves on the board of the Financial Planning Association of South Florida and owns Find My CPA, LLC, an online member business directory for CPAs. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, implementing long-term trading strategies with a focus on risk tolerance and regularly conducting account reviews.
Nathan A
Series 63, Series 66
Royal Palm Beach, FL
Davis Private Wealth, LLC
Nathan Amos is a financial advisor with Davis Private Wealth, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Davis Private Wealth, he worked at Ameriprise and Thrivent Financial. Outside of his advisory role, he co-owns Agape Handcrafted Goods, a cosmetic products business based in Boca Raton, FL. Davis Private Wealth, LLC provides advisory services primarily to individuals, high-net-worth individuals, and certain retirement plans. The firm offers discretionary portfolio management, financial planning, and sub-advisory investment management, using long-term trading strategies tailored to client risk tolerances and incorporating advanced service providers with artificial intelligence components.
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