DAVIS PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$192,700,000
Discretionary
$185,800,000
Non-discretionary
$6,900,000
Firm details
- CRD number
- 285952
- SEC file number
- 801-122268
- Main office
- ROYAL PALM BEACH, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.