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DAVIS PRIVATE WEALTH, LLC

ROYAL PALM BEACH, FL · CRD 285952 · IAPD ↗ · (561) 284-8999

$192.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2026 — DAVIS PRIVATE WEALTH, LLC notice-filed in CA, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
April 2025 — DAVIS PRIVATE WEALTH, LLC reported RAUM up 40% ($123.3M -> $172.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2024 — DAVIS PRIVATE WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.