Investment adviser · CRD 153227
DAVIDSON WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
FORKED RIVER, NJ, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $172M Form ADV · Item 5.F
- Client accounts
- 653 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $123,909,779 | 71.9% |
| Individuals | 174 | $45,998,521 | 26.7% |
| Retirement plans | Fewer than 5 | $2,048,518 | 1.2% |
| Corporations & businesses | Fewer than 5 | $378,207 | 0.2% |
| Charities | Fewer than 5 | $16,925 | 0.0% |
Filing source
Form ADV 2113389 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1041 WEST LACEY ROAD, 2ND FLOORFORKED RIVER, NJ, 08731, United States
CRD 153227
Filing source
Form ADV 2113389 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.