Nathan Amos
Davis Private Wealth · Royal Palm Beach, Florida
Nathan Amos is a fee-only financial advisor at Davis Private Wealth in Royal Palm Beach, Florida. Davis Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Davis Private Wealth |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in FL · CRD 6734998 |
| Exams passed | Series 63 (2017) · Series 66 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.davisprivatewealth.com |
How Nathan's firm compares
- Davis Private Wealth's average account is about $316,000, from its Form ADV (assets managed divided by 609 accounts).
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Questions about Nathan
Is Nathan Amos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathan holds no broker registration, and Davis Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathan charge for financial advice?
Nathan's firm, Davis Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathan Amos based?
Nathan Amos is based in Royal Palm Beach, Florida.
Is Nathan Amos registered with the SEC?
Yes. Nathan Amos is registered as an investment adviser representative in FL (CRD 6734998), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Davis Private Wealth manage?
Davis Private Wealth reports $192.7M across 609 accounts in assets under management.
How do I contact Nathan Amos?
Through Nathan's website, www.davisprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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