1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DAVIDSON WEALTH MANAGEMENT LLC

Map pinFORKED RIVER, NJ
Phone732-409-1060
NotebookSEC #801-71216
Total AUM
$172.4M
Employees
5
Clients
231

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1041 WEST LACEY ROAD
2ND FLOOR
FORKED RIVER
NJ 08731
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
732-409-1060

ReceiptFinancials

Total AUM
$172.4M
Accounts
653
Discretionary
$60.7M
Accounts
310
Non-Discretionary
$111.6M
Accounts
343

ContactClients

View more in analytics →

Individual Clients
174
AUM
$46M
HNW Individual Clients
54
AUM
$123.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$16.9K
Corporation or Business Clients
1
AUM
$378.2K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANHNJNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account