Davidson Wealth Management LLC
Davidson Wealth Management LLC is an SEC-registered mass-market adviser in Forked River, NJ with $172.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Davidson Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153227, SEC 801-71216, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $172.4M (2026-06-15)
- Firm type
- Mass-Market Adviser
- Location
- Forked River, NJ
- Employees
- 5
- Clients
- 228
- CRD
- 153227
- Ownership
- PROZZO, RICHARD, EDWARD; SEVCENKO, KRISTOPHER, MICHAEL
How much AUM does Davidson Wealth Management LLC have?
Davidson Wealth Management LLC reported $172.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Davidson Wealth Management LLC?
Disclosed owners and executives of Davidson Wealth Management LLC include PROZZO, RICHARD, EDWARD, SEVCENKO, KRISTOPHER, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.