Nathan Amos
Professional Summary
Nathan Amos, who also goes by Nathan Keith Amos, is a registered financial advisor currently at DAVIS PRIVATE WEALTH, LLC located in Royal Palm Beach, Florida. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nathan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan Keith Amos
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
Contact Information
Main Address
9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411Mailing Address
P.o. Box 211088, Royal Palm Beach, FL 33421Phone Number
(561) 284-8999# of Employees
3SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
609AUM (Assets Under Management)
$192,700,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING
State Registrations and Notice Filings
(6/9/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan Amos's CRS (Customer Relationship Summary).
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