Davidson Wealth Management LLC

RIASEC RegisteredEst. 2010

Total AUM

$172M

Discretionary

$60.7M

35% of AUM

Avg account

$264K

Accounts

653

Employees

Advisory reps

Firm details

Headquarters: Forked River, New Jersey
CRD number: 153227
Registered since: March 22, 2010
Website: www.davidsonwealthmgmt.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.89%
Individuals26.69%
Pension & Profit Sharing Plans1.19%
Corporations / Businesses0.22%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Davidson Wealth Management LLC is an independent, SEC-registered RIA established in 2010 and organized as an LLC with individual ownership. The firm serves individual and family clients and combines fee-based investment advice with insurance brokerage. Its billing options include a percentage-of-AUM fee plus the ability to charge hourly or fixed fees. Advisory capabilities listed on filings cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside advisers. The firm reports it acts as a capital allocator and is not an active ESG investor.