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| Happy Holidays!! thanks for using AUM13F!! |
| Davis Private Wealth LLC
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| CRD # | 285952 |
| SEC # | 801-122268 |
| CIK # | |
| AUM | $172.5 M (2025-03-12) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 561-284-8999 |
| Address | 9100 Belvedere Road Royal Palm Beach, FL 33411 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 126.2 |
| (b) Individuals (high net worth individuals) | 109 | 30.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 15.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 650 | 172.5 |
| By Discretionary | ||
| Discretionary | 465 | 160.7 |
| Non-Discretionary | 185 | 11.8 |
| Total | 650 | 172.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 171.5 | |
| Total | 650 | 172.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Holos Integrated Wealth LLC
✚
|
PA | 0.2 |
|
FLAX Pond Capital LLC
✚
|
0.2 | |
|
Signet Private Wealth LLC
✚
|
IL | 0.2 |
|
JK Financial Inc
✚
|
TX | 0.2 |
|
NICH Capital Partners Inc
✚
|
0.2 | |
|
Rutherford Asset Planning Inc
✚
|
FL | 0.2 |
|
WOLD Financial Group LLC
✚
|
MN | 0.2 |
|
Farrell Financial LLC
✚
|
NY | 0.2 |
|
Pacific Value LLC
✚
|
ID | 0.2 |
|
TDC Capital Advisors Inc
✚
|
TX | 0.2 |