Joshua Davis
Davis Private Wealth, LLC · Royal Palm Beach, Florida
Joshua Davis is a fee-only financial advisor at Davis Private Wealth, LLC in Royal Palm Beach, Florida, who holds the CFP and MBA credentials. Joshua focuses on small business owners and retirement planning. Davis Private Wealth, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Retirees
Facts
| Firm | Davis Private Wealth, LLC |
|---|---|
| Based in | Royal Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $192.7M across 609 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in FL · CRD 5548317 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | davisprivatewealth.com |
| Profile |
How Joshua's firm compares
- Davis Private Wealth, LLC's average account is about $316,000, from its Form ADV (assets managed divided by 609 accounts).
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Questions about Joshua
Is Joshua Davis a fee-only financial advisor?
Yes. Joshua Davis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joshua's firm.
How does Joshua charge for financial advice?
Joshua's firm, Davis Private Wealth, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Davis based?
Joshua Davis is based in Royal Palm Beach, Florida.
What does Joshua specialize in?
Joshua's specialties include small business owners and retirement planning. Joshua works with founders, high earners and retirees.
What credentials does Joshua Davis hold?
Joshua Davis holds the CFP and MBA credentials.
Is Joshua Davis registered with the SEC?
Yes. Joshua Davis is registered as an investment adviser representative in FL (CRD 5548317), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Davis Private Wealth, LLC manage?
Davis Private Wealth, LLC reports $192.7M across 609 accounts in assets under management.
How do I contact Joshua Davis?
Through Joshua's website, davisprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Davis Private Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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