# Davis Private Wealth

Davis Private Wealth is a Bank / Wealth / Trust based in Royal Palm Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Royal Palm Beach, United States
- **Region:** North America
- **Address:** Royal Palm Beach, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** davisprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/davis-private-wealth-llc

## Regulatory record

- **CRD number:** 285952
- **SEC file number:** 801-122268
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285952

## About

Davis Private Wealth was established in 2016 as a Royal Palm Beach wealth manager and registered investment adviser. The firm delivers portfolio management, financial planning, and investment management services. It advises individuals, high-net-worth individuals, and plans located in the United States. No specific asset-class allocations, named holdings, or co-investors appear in available records. Team size, additional offices, and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm maintains a standard RIA structure with no publicly documented succession plan or hybrid vehicles.

## Questions

### Who runs investment decisions at Davis Private Wealth?

No named principals or CIO appear in public records. Investment decisions rest with the firm as a registered investment adviser.

### Does Davis Private Wealth participate in fund commitments or only direct deals?

Available information shows no fund commitments or direct deals. The firm focuses on portfolio management for advisory clients.

## Related profiles

- [Davis Financial Services](https://altss.com/profile/davis-financial-services)
- [Davis Rea](https://altss.com/profile/davis-rea)

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Last updated: 2026-06-03T20:00:00.000Z

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