Davis Private Wealth, LLC

Overview

Davis Private Wealth, LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves both individual and family clients and institutional relationships, with explicit advisory services focused on financial planning and portfolio management for individuals and small businesses. Its billing options include percentage-of-AUM fees alongside hourly and fixed-fee arrangements, reflecting a mix of ongoing asset management and project-based planning work. The firm is not characterized as an active ESG investor, multi-state adviser, pension consultant, or capital allocator in the provided materials.

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Location & Offices