Overview
Assets Under Management: $172 million
Headquarters: FORKED RIVER, NJ
High-Net-Worth Clients: 54
Average Client Assets: $2.3 million
Frequently Asked Questions
DAVIDSON WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153227), DAVIDSON WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
DAVIDSON WEALTH MANAGEMENT LLC is headquartered in FORKED RIVER, NJ.
DAVIDSON WEALTH MANAGEMENT LLC serves 54 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, DAVIDSON WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DAVIDSON WEALTH MANAGEMENT LLC manages $172 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, DAVIDSON WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.89%
Average Client Assets: $2.3 million
Total Client Accounts: 653
Discretionary Accounts: 310
Non-Discretionary Accounts: 343
Regulatory Filings
CRD Number: 153227
Filing ID: 2064079
Last Filing Date: 2026-03-16 12:34:17