Presilium Private Wealth, LLC
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
FINTRXOverview
Presilium Private Wealth, LLC is an independent Registered Investment Adviser formed as an LLC and registered with the SEC in 2022. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party managers—indicating a mix of direct portfolio oversight and delegated manager relationships. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
- US Government Bonds1%
Owners & executives
1 of 1
Jerry Davidse
CEOCRD 4414257
Contacts
3 of 4
Cullen Martin
Financial PlannerCRD 6713382
Amanda Graf
Financial AdvisorCRD 7565923
Jaeden Cruz
Financial AdvisorCRD 7078984
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$629M in ETFs
94%
$594M
<1%
$35.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $87.3M | 400,678 | 13.87% |
Location
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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