Joshua Stephen Davis

Employer firm

Davis Private Wealth, LLC CRD 285952

$193M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 01/2017
  Castle Wealth Management
  West Palm Beach, FL
• 01/2017 → Present
  Davis Private Wealth, Llc
  Royal Palm Beach, FL

Previous Registrations

• 2013-01-29 → 2017-02-02
  Castle Wealth Management
  Boynton Beach, FL

Other Businesses

FINANCIAL PLANNING ASSOCIATION OF SOUTH FLORIDA, BOARD MEMBER, 15 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.

Designations

• Certified Financial Planner

Other Names

• Josh Davis
• Joshua S Davis