DAVIS PRIVATE WEALTH, LLC
ROYAL PALM BEACH, FLORIDA

Davis Private Wealth, LLC is a family-owned wealth management firm based in Wellington, Florida. As an independent boutique wealth management company founded by Joshua Davis in January 2017, it provides comprehensive financial planning and investment management services tailored to individual client needs. The firm prides itself on being entirely transparent and prioritizing clients' needs above all else. Operating as a fee-only entity, Davis Private Wealth avoids commissions and charges fees solely based on the percentage of assets under its management. All client assets are securely held by an independent custodian, TD Ameritrade. Joshua Davis, the Founder and Senior Financial Planner, is a Certified Financial Planner (CFP®) and holds an MBA from the University of Florida along with a BS in Finance from Azusa Pacific University. Before establishing his own firm, he served as a Partner and Financial Planner at a $200 million wealth management company in West Palm Beach, FL. Joshua focuses on developing comprehensive financial strategies with client needs at the center to assist retired couples, business owners, and professionals in achieving their financial goals. Melissa, serving as the firm’s Administrative Assistant, supports the back-office operations along with contributing marketing insights for the firm while managing her own counseling practice, Healing Hearts Counseling, LLC. With its commitment to protecting and growing assets without bias or conflicts of interest, Davis Private Wealth offers detailed financial advice and planning services with no pressure on clients to purchase unnecessary products. Incorporated in October 2016 under the Florida business laws (Company Type: FLAL), the company operates out of a mailing address at 9100 Belvedere Road, Suite 209, Royal Palm Beach, Florida, with Joshua Davis listed as its Manager. For more information or inquiries, contact can be made via phone at (561) 284-8999 or through their website davisprivatewealth.com. The firm is actively registered with F.E.I Number 81-4270853 and regularly updates its official reporting. Davis Private Wealth remains committed to providing exceptional service facilitated by the benefits of a small, independent boutique company and continues building long-lasting relationships in the financial community, as reflected through memberships such as in the Financial Planning Association and the Wellington Chamber of Commerce.