PRESILIUM PRIVATE WEALTH, LLC

Overview

Presilium Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and positions itself as a capital allocator for both high-net-worth individuals and institutions. Its standard fee model is a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Presilium does not identify as an active ESG investor and does not report multi‑state adviser status. Presilium’s capital‑allocation role is reflected in its mix of public funds and external alternative managers; the firm blends discretionary portfolio management with the use of outside managers and funds to implement client exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives