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Davidson Wealth Management LLC

Davidson Wealth Management LLC. CRD 153227

D

CRD: 153227

Davidson Wealth Management LLC

Forked River, NJ, 08731
7324091060
www.davidsonwealthmgmt.com
$172.4M Total AUM
$60.7M Disc. AUM
14.1% 3Y CAGR
5 Employees
230 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing · SEI
Clients
Retail and Institutional
Platforms
Alpha
Established Date
03-22-2010
Office Locations
1

Office Locations

1041 West Lacey Road 2ND Floor Forked River NJ

About Davidson Wealth Management LLC

Davidson Wealth Management is a Forked River, NJ advisory firm providing financial planning and asset management, with guidance across insurance, investing, retirement, estate planning, and wealth preservation. The practice emphasizes asset allocation and risk management using mutual funds, ETFs, and fixed income. Reported custodians include Charles Schwab and Pershing—useful for distribution onboarding and product access.

Team overview

-- AVG AGE
$57.5M AVG AUM / ADVISOR
$749.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Frontier

Client Personas

Element Prime

CRM

Frontier

Custodian

Capital Vector insight

Investment Themes

Ridge ridge North vector Optima summit

Investment Vehicles

Element foundation

Platform

Pathway

Services

Horizon bridge Delta Ember Frontier Wave zenith Meridian ridge Capital Wave Zenith

Technology

Fusion

Owner & Executives

RICHARD EDWARD PROZZO

RICHARD EDWARD PROZZO

Chief Compliance Officer, Investment Advisor Representative, Managing Member

CRD
#1972687
Ownership
75% or more
(354) 459-2174
horizon.meridian@oakcapital.com
in linkedin.com/in/catalyst-quantum
K

KRISTOPHER MICHAEL SEVCENKO

Financial Advisor, FINANCIAL PLANNER, General Partner

CRD
#4725928
Ownership
10% but less than 25%
(410) 560-2981
insight.pathway@atlascapital.com
in linkedin.com/in/glacier-fusion

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Contacts

R

RICHARD JOSEPH PROZZO

Investment Advisor Representative

CRD
#7487664
(564) 766-4703
capital.atlas@fusioncapital.com
in linkedin.com/in/catalyst-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-07-2022
07-20-2023
02-29-2024
12-17-2025
06-15-2026
Category Assets AVG. Account size
Discretionary $60,728,979 $195,900
Non-Discretionary $111,622,971 $325,431
Total $172,351,950 $263,939

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Separately Managed Accounts

Total SMA Asset: $172,351,950

$172.4M Total SMA
Public Funds:
11.8%
Equity - Exchange:
22.0%
Municipal Bonds:
21.0%
Cash:
25.8%
Corporate - Investment Grade:
10.8%
U.S. Government/Agency:
8.6%
Asset class Assets Assets %
Public Funds $561,233,047 11.8%
Equity - Exchange $1,046,366,698 22.0%
Municipal Bonds $998,804,575 21.0%
Cash $1,227,102,764 25.8%
Corporate - Investment Grade $513,670,924 10.8%
U.S. Government/Agency $409,034,254 8.6%
Total $4,756,212,262 100.0%

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