ROYAL PALM BEACH, FLCRD 285952Latest ADV February 20, 2026
Davis Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Royal Palm Beach, FL. Its latest Form ADV filing, dated February 20, 2026, reports $193M in regulatory assets under management, 3 employees, and 609 accounts.
Assets Under Management
$193M
Employees
3
Offices
--
Total Clients
144
Primary office
ROYAL PALM BEACH, FL
9100 BELVEDERE ROAD, SUITE 209, ROYAL PALM BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.3% of total clients.
Top client categories% of clientsClients
1
HNWI
49.3%
71
2
Individuals
40.3%
58
3
Pension Plans
10.4%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of February 20, 2026
Discretionary96.4%
$186M
96% of total RAUM96.4%
Non-discretionary3.6%
$7M
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts609
10Y AUM Change+$84M (+76.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.