PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Presilium Private Wealth, LLC

● SEC registered since 2022CRD 318345SEC# 801-123460Radnor, PA
Export (members)
Reg. AUM
$671.7M
Employees
7
Accounts
380
Location
Radnor, PA

Presilium Private Wealth, LLC assets under management

Presilium Private Wealth, LLC is an investment advisory firm registered with the SEC based in Radnor, PA. The firm has been registered since 2022. It reports $671.7 million in regulatory assets under management and employs 7 people.

Presilium Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brook Richard Hart ControlChief Compliance Officer & Chief Operating Officer10-25%2022
Jerry John Davidse ControlChief Executive OfficerOver 75%2022

Frequently asked questions

How much does Presilium Private Wealth, LLC manage?

Presilium Private Wealth, LLC reports $671.7 million in regulatory assets under management on its Form ADV.

How many employees does Presilium Private Wealth, LLC have?

Presilium Private Wealth, LLC reports 7 employees.

Where is Presilium Private Wealth, LLC located?

Presilium Private Wealth, LLC is based in Radnor, PA and has been SEC-registered since 2022.

Does Presilium Private Wealth, LLC disclose fund performance?

Presilium Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address150 North Radnor Chester Road, Ste F110, Radnor, PA 19087
Phone215-982-4140
Office hours9-5
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$671.7M▲ 21%
Mar '25 — $554.2MApr '25 — $554.2MMay '25 — $554.2MJun '25 — $554.2MJul '25 — $554.2MAug '25 — $554.2MSep '25 — $554.2MOct '25 — $554.2MNov '25 — $554.2MDec '25 — $554.2MJan '26 — $554.2MFeb '26 — $554.2MMar '26 — $671.7MApr '26 — $671.7MMay '26 — $671.7MJun '26 — $671.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$671.7Mregulatory AUM
Discretionary $671.7M