Davidson Wealth Management LLC
● SEC registered since 2010CRD 153227SEC# 801-71216Forked River, NJ
Reg. AUM
$172.4M
Employees
5
Accounts
653
Location
Forked River, NJ
Davidson Wealth Management LLC assets under management
Davidson Wealth Management LLC is a registered investment adviser overseen by the SEC based in Forked River, NJ. The firm has been registered since 2010. It reports $172.4 million in regulatory assets under management and employs 5 people.
Davidson Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristopher Michael Sevcenko | Financial Planner And Minority Owner | 10-25% | 2020 |
| Richard Edward Prozzo Control | Managing Member And Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Davidson Wealth Management LLC manage?
Davidson Wealth Management LLC reports $172.4 million in regulatory assets under management on its Form ADV.
How many employees does Davidson Wealth Management LLC have?
Davidson Wealth Management LLC reports 5 employees.
Where is Davidson Wealth Management LLC located?
Davidson Wealth Management LLC is based in Forked River, NJ and has been SEC-registered since 2010.
Does Davidson Wealth Management LLC disclose fund performance?
Davidson Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1041 West Lacey Road, 2nd Floor, Forked River, NJ 08731 |
| Phone | 732-409-1060 |
| Fax | 732-409-1052 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.4M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$172.4Mregulatory AUM
Discretionary $60.7MNon-discretionary $111.6M