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DAVIS PRIVATE WEALTH, LLC

EIN 81-4270853-investment management-Latest filing 2025
Plans
1
Retirement
1
$476K assets
Welfare
0
Participants
3
9100 BELVEDERE RD, SUITE 209 - ROYAL PALM BEACH, FL 33411561-284-8999davisprivatewealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$476K - 3 part

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Retirement#001

DAVIS PRIVATE WEALTH, LLC 401(K) PLAN

401k

Assets$476K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVIS PRIVATE WEALTH, LLC 401(K) PLAN401k$476K32025
Retirement plans
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