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Home > Retirement Planners > florida > royal palm beach > DAVIS PRIVATE WEALTH, LLC
DAVIS PRIVATE WEALTH, LLC
9100 Belvedere Road
Suite 209
Royal Palm Beach, Florida 33411
Tel: (561) 284-8999
About DAVIS PRIVATE WEALTH, LLC
DAVIS PRIVATE WEALTH, LLC, formally registered with the SEC as DAVIS PRIVATE WEALTH, LLC. The firm was established in 09/09/2021. They have over 2 offices throughout the country.
DAVIS PRIVATE WEALTH, LLC is a Royal Palm Beach, Florida based Financial Planning firm with nearly $123,300,000 assets under management, offering retirement planning & investment advisory services to 643 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285952 |
| SEC# | 801-122268 |
| Assets Managed by Firm | $123,300,000 |
| No. of Clients | 643 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 643 | $123,300,000 |
| Individuals (other than high net worth individuals) | 92 | $20,900,000 |
| High net worth individuals | 50 | $89,400,000 |
| Pension and profit sharing plans | 10 | $13,000,000 |
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