Joshua S. Davis
DAVIS PRIVATE WEALTH
Royal Palm Beach, FL 33411
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CRD#: 5548317
Professional summary
Joshua Stephen Davis, CFP®, who also goes by Josh Davis, Joshua S Davis, is a registered financial advisor currently at DAVIS PRIVATE WEALTH, LLC located in Royal Palm Beach, Florida.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 2 firms .
Biography
Josh Davis, MBA, CFP®
Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients.
Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.
Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.
Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He currently sits on the board of directors for the Financial Planning Association of South Florida and acts as the boards Treasurer for 2018 year and will be again for the upcoming 2019 board. He is also a member of the Wellington Chamber of Commerce and is continually serving clients throughout South Florida.
Josh lives in the Wellington area with his wife Melissa and their two girls Brielle and Alexa. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.
josh@davisprivatewealth.com
Question & Answer
What are your service offerings?
Estate Planning
Social Security Planning
Employee and Employer Plan Ben...
Small Business Planning
Investment Planning
Life Transitions
Budgeting
Insurance Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Fixed Fee (Subscription, Retai...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Josh Davis | Joshua S Davis
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FINANCIAL PLANNING ASSOCIATION OF SOUTH FLORIDA, BOARD MEMBER, 15 HOURS/MO FIND MY CPA, LLC; NOT INVESTMENT-RELATED; FLORIDA; ONLINE MEMBER BUSINESS DIRECTORY FOR CPA'S; OWNER; 2019; APPROX. 20 HOURS/MO. REDTREE PARTNERS, INVESTMENT RELATED, SANTA CRUZ, CALIFORNIA, COMMERICAL REAL ESTATE AND TIMBER BUSINESS, ADVISORY COMMITTEE MEMBER, 10/2022, 5 HOURS PER QUARTER, ATTENDS QUARTERLY MEETINGS, MAKES DECISIONS ON COMMERCIAL REAL ESTATE PURCHASES.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Stephen Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
January 11, 2017 - Present
DAVIS PRIVATE WEALTH, LLC
Office #1: 9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411RIA
CRD#: 285952
Royal Palm Beach, FL
Past
January 29, 2013 - February 2, 2017
CASTLE WEALTH MANAGEMENT
RIA
CRD#: 118364
WEST PALM BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DAVIS PRIVATE WEALTH, LLC
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
CRD#: 285952 / SEC#: 801-122268
RIA
Registered Investment Advisory firm - (9/9/2021 Approved)Florida
Registered Investment Advisory firm - (9/20/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/11/2017)
Exams
Current Firm
DAVIS PRIVATE WEALTH, LLC
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
CRD#: 285952 / SEC#: 801-122268
RIA
Registered Investment Advisory firm - (9/9/2021 Approved)Florida
Registered Investment Advisory firm - (9/20/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411
Mailing Address
P.o. Box 211088, Royal Palm Beach, FL 33421
Phone number
(561) 284-8999
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 650 |
| AUM (Assets Under Management) | $ 172,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
