Presilium Private Wealth, LLC

RIASEC Registered
Total AUM
$672M
Discretionary
$672M
100% of AUM
Avg account
$1.8M
Accounts
380
Employees
7
Advisory reps
5

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
318345
Registered since
March 16, 2022
Website
www.presiliumpw.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI92.38%
  • Individuals7.16%
  • Charitable Organizations0.37%
  • Corporations / Businesses0.09%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Presilium Private Wealth, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm positions itself as a fee-based wealth manager and capital allocator serving both individuals/families and institutional clients. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Presilium charges a percentage-of-AUM fee and reports it does not pursue ESG investing as a primary strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Cash & Cash Equivalents 10%, Exchange Traded Equities 5%, US Government Bonds 1%84%
  • Public Funds/Mutual Funds84%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities5%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 70

Active vs passive

$649M in ETFs

Passive

95%

$616M

Active

<1%

$33.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$86.6M960,52713.34%
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Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
150 N Radnor Chester Rd
Time zone
ET (UTC-5)
Office locations

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