DAVIDSON WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2010

Total AUM

$172M

Discretionary

$60.7M

35% of AUM

Avg account

$264K

Accounts

653

Employees

Advisory reps

Firm details

Headquarters: FORKED RIVER, New Jersey
CRD number: 153227
Registered since: March 22, 2010
Website: www.davidsonwealthmgmt.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.89%
Individuals26.69%
Pension & Profit Sharing Plans1.19%
Corporations / Businesses0.22%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Davidson Wealth Management LLC is an independent registered investment adviser that serves individual and family clients. The firm acts as a capital allocator, combining third‑party manager selection with pooled public funds to build client portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Davidson also operates as an insurance broker and uses insurance products as part of its client solutions. Investment activity skews toward managed public fund exposures rather than concentrated individual stock positions. The firm charges fees on multiple bases — percentage of AUM, hourly and fixed fees — and manages both discretionary mandates and advisory, non‑discretionary relationships. Davidson is not an active ESG investor and is not registered as a multi‑state adviser.