A complete list of active advisors currently associated with Davis Private Wealth, LLC

Warmer can help you find a great advisor at Davis Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Davis Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.