# Davis Private Wealth, LLC

> Davis Private Wealth, LLC is an SEC-registered investment advisory firm in Royal Palm Beach, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 25, 2026.

- CRD: 285952
- Filed as: DAVIS PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Royal Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: June 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285952
- AdvisorCensus page: https://advisorcensus.com/firm/davis-private-wealth-llc-royal-palm-beach-fl-285952

## Quick answers

**How is Davis Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Davis Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Davis Private Wealth, LLC located?**
Davis Private Wealth, LLC's principal office is in Royal Palm Beach, FL, according to its Form ADV; the January 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Davis Private Wealth, LLC registered with the SEC or a state?**
Davis Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 285952.

**How much does Davis Private Wealth, LLC manage?**
Davis Private Wealth, LLC reports $192,700,000 in regulatory assets under management in its Form ADV filing dated June 25, 2026 (96% discretionary).

**How have Davis Private Wealth, LLC's assets and staff changed since 2021?**
In the Form ADV data for Davis Private Wealth, LLC: Regulatory assets under management: $109,100,000 in the October 2021 data and $192,700,000 in the October 2026 data, up 77%. Total employees: 1 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Davis Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (71); individuals (other than high net worth individuals) (58); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Davis Private Wealth, LLC use?**
Davis Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Davis Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285952

**Does Davis Private Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 25, 2026 says: "With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $200,000. Under certain circumstances and in its sole discretion, DPWL may negotiate such minimum."

**What changed in Davis Private Wealth, LLC's recent Form ADV filings?**
In the March 2026 filing data: No longer lists the business name The Wealth Practice. No longer lists the business name Dentist Financial Planning. Regulatory assets under management went from $172,500,000 to $192,700,000 (+12%). No longer lists an office in Jackson, MS. Registered or notice-filed in CA, MS.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> With some exceptions, the minimum portfolio value eligible for conventional investment advisory services is $200,000. Under certain circumstances and in its sole discretion, DPWL may negotiate such minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $192,700,000
- Discretionary: $185,800,000
- Non-discretionary: $6,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $25,000,000 |
| High net worth individuals | 71 | $157,300,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $10,400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the January 2026 filing
- Jackson, MS

### Websites listed on Form ADV (Item 1.I)
- davisprivatewealth.com
- Facebook @DAVISPRIVATEWEALTH
- LinkedIn @DAVIS-PRIVATE-WEALTH-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,100,000 | 1 | September 20, 2021 |
| October 2022 | $116,000,000 | 2 | September 7, 2022 |
| October 2023 | $100,100,000 | 4 | May 9, 2023 |
| October 2024 | $123,300,000 | 4 | August 19, 2024 |
| October 2025 | $172,500,000 | 4 | March 12, 2025 |
| October 2026 | $192,700,000 | 3 | June 25, 2026 |

Regulatory assets under management: $109,100,000 in the October 2021 data and $192,700,000 in the October 2026 data, up 77%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- No longer lists the business name The Wealth Practice.
- No longer lists the business name Dentist Financial Planning.
- Regulatory assets under management went from $172,500,000 to $192,700,000 (+12%).
- No longer lists an office in Jackson, MS.
- Registered or notice-filed in CA, MS.

### January 2026
- No longer registered or notice-filed in CA, LA, MS.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Davis Private Wealth, LLC (CRD 285952): Form ADV filing data as of October 2026.