CRD: 285952
Davis Private Wealth, LLC
$192.7M Total AUM
$185.8M Disc. AUM
-- 3Y CAGR
3 Employees
144 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway harborVector
- Established Date
- 01-11-2017
- Office Locations
- 1
Office Locations
9100 Belvedere Road Suite 209 Royal Palm Beach FL
About Davis Private Wealth, LLC
Davis Private Wealth, LLC is a Florida RIA serving business owners and retirees with hands-on financial planning and portfolio management, including cash-flow analysis, tax and succession planning, and estate/charitable strategies. The firm uses an asset-allocation approach across mutual funds/ETFs and fixed income, keeps a deliberately low advisor-to-client ratio, and meets clients on their schedule; custody via Schwab.
Team overview
35 AVG AGE
$96.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
Vector Foundation prime Alpha oak
Client Personas
Vertex meridian Capital element
Custodian
Catalyst
Investment Themes
Beacon vital
Investment Vehicles
North Pathway element
Platform
Signal oak
Services
Beacon Ember meridian Zenith Atlas glacier Prime Legacy Beacon alpha
Technology
Horizon Vertex legacy
Owner & Executives
JOSHUA STEPHEN DAVIS
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #5548317
- Ownership
- 75% or more
(307) 545-4495
vector.focus@matrixcapital.com
in linkedin.com/in/frontier-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
Nathan Amos
Financial Planner
- CRD
- #6734998
(413) 707-7227
value.element@wavecapital.com
in linkedin.com/in/foundation-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,800,000 | $391,983 |
| Non-Discretionary | $6,900,000 | $51,111 |
| Total | $192,700,000 | $316,420 |
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Separately Managed Accounts
Total SMA Asset: $192,700,000
Public Funds:
15.4% Equity - Exchange:
26.4% Municipal Bonds:
9.0% Corporate - Investment Grade:
14.1% U.S. Government/Agency:
13.0% Cash:
5.5% Other:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $674,963,552 | 15.4% |
| Equity - Exchange | $1,157,080,376 | 26.4% |
| Municipal Bonds | $394,459,219 | 9.0% |
| Corporate - Investment Grade | $617,986,110 | 14.1% |
| U.S. Government/Agency | $569,774,427 | 13.0% |
| Cash | $241,058,412 | 5.5% |
| Other | $727,558,115 | 16.6% |
| Total | $4,382,880,211 | 100.0% |