Davis Private Wealth, LLC

Royal Palm Beach, FL

Florida

Registered In

10/26/2016

Incorp. Date

Company Summary

Davis Private Wealth, LLC at 9100 Belvedere Rd STE 209, Royal Palm Beach, FL 33411 lists Davis Joshua of Royal Palm Beach, FL as the associate.

Registered In: Florida
Incorporation Date: 10/26/2016
Registration Type: Domestic
Company Type: Florida Limited Liability Co.
Status: Active
EIN: 81-4270853
Website: davisprivatewealth.com
Email: ****@davisprivatewealth.com
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Davis Joshua Registered Agent	9100 BELVEDERE RD, ROYAL PALM BEACH, FL 33411 (View Past Addresses)
Davis Joshua Manager	9100 BELVEDERE RD, ROYAL PALM BEACH, FL 33411 (View Past Addresses)

9100 BELVEDERE RD STE 209, ROYAL PALM BEACH, FL 33411 View Map

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Financial Information for Davis Private Wealth, LLC

Form 5500

DAVIS PRIVATE WEALTH, LLC

9100 Belvedere Rd Suite 209, Royal Palm Beach, FL 33411 (561) 284-8999 EIN:81-4270853 Plan Admin:Joshua Davis

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameDAVIS PRIVATE WEALTH, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$135,661 / $221,907	2023	DAVIS PRIVATE WEALTH, LLC 401(K) PLAN - Plan #001	2 / 3	$135,661 / $221,907

Benefit & Retirement Plans based on Form 5500.

PPP Loans

DAVIS PRIVATE WEALTH, LLC

1035 S State Road 7 STE 315-14, Wellington, FL 33414 Ethnicity:Not Hispanic or Latino Race:White Veteran:No

Loan Date	Approved	Forgiven	Lender	Jobs
05/01/2020	Approved$12,505 Forgiven$0 LenderJPMorgan Chase Bank, National Association Jobs1	05/01/2020	$12,505	$0	JPMorgan Chase Bank, National Association	1

PPP Loans based on Paycheck Protection Program.

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The following government agencies have contributed data:

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