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Presilium Private Wealth, LLC

Presilium Private Wealth, LLC. CRD 318345

Presilium Private Wealth, LLC logo

CRD: 318345

Presilium Private Wealth, LLC

Radnor, PA, 19087
2159824140
www.presiliumpw.com
$671.7M Total AUM
$671.7M Disc. AUM
32.6% 3Y CAGR
7 Employees
380 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
Catalyst
Established Date
03-16-2022
Office Locations
1

Office Locations

150 North Radnor Chester Road STE F110 Radnor PA

About Presilium Private Wealth, LLC

Presilium Private Wealth is an independent RIA providing holistic wealth management and detailed financial plans for hard-working individuals and families, often nearing retirement. They manage portfolios using a mix of active strategies, ETFs, mutual funds, and fixed income, and coordinate planning needs such as estate, insurance, and charitable giving. Custodies with Fidelity/NFS; tech includes eMoney and Black Diamond.

Team overview

-- AVG AGE
$223.9M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
2 yrs AVG TENURE
7 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Vector Prime zenith Atlas Momentum pathway Element legacy Timber

Client Personas

Catalyst vertex

Custodian

Frontier oak Oak matrix Fusion quantum

Investment Themes

Momentum atlas Legacy optima Eagle Timber matrix

Investment Vehicles

Frontier Matrix

Platform

Crest ember Focus frontier

Services

Alpha quantum Vertex wave Momentum prime Crest Peak catalyst Legacy eagle Legacy

Technology

Unison

Owner & Executives

JERRY JOHN DAVIDSE III

JERRY JOHN DAVIDSE III

Chief Executive Officer

CRD
#4414257
Ownership
75% or more
(761) 630-8580
north.focus@peakcapital.com
in linkedin.com/in/frontier-pathway
BROOK RICHARD HART

BROOK RICHARD HART

Chief Compliance Officer, CHIEF OPERATING OFFICER, President

CRD
#6712771
Ownership
10% but less than 25%
(361) 833-6674
vector.oak@pathwaycapital.com
in linkedin.com/in/wave-matrix

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Contacts

J

JAEDEN ALEXANDER CRUZ

--

CRD
#7078984
(398) 862-4523
glacier.value@pathwaycapital.com
in linkedin.com/in/momentum-foundation
Amanda Christine Graf

Amanda Christine Graf

--

CRD
#7565923
(802) 382-6659
radial.optima@glaciercapital.com
in linkedin.com/in/ember-vital
O

Oak oak

Prime fusion peak

CRD
#12602
(763) 330-4580
capital.legacy@foundationcapital.com
in linkedin.com/in/alpha-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-12-2022
04-27-2023
08-08-2024
09-17-2025
03-09-2026
Category Assets AVG. Account size
Discretionary $671,659,251 $1,767,524
Non-Discretionary $0 --
Total $671,659,251 $1,767,524

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Separately Managed Accounts

Total SMA Asset: $671,659,251

$671.7M Total SMA
Public Funds:
36.7%
Cash:
30.7%
Equity - Exchange:
12.1%
U.S. Government/Agency:
20.5%
Asset class Assets Assets %
Public Funds $1,664,521,766 36.7%
Cash $1,392,392,867 30.7%
Equity - Exchange $548,793,280 12.1%
U.S. Government/Agency $929,773,737 20.5%
Total $4,535,481,650 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VECTOR GLACIER VITAL FUSION OAK F4HMA9EHH GXYM 8.97% $23,506,026
PEAK PIONEER BEACON OPTIMA XO9OVAJXG YHNF 10.53% $38,268,002
VALUE EMBER DELTA HARBOR BEACON L2FHQBL8Q ANQP 1.00% $43,379,117
QUANTUM BEACON BRIDGE FOUNDATION 6DERZ2S6E HLKI 9.14% $23,026,696
BRIDGE BRIDGE ATLAS BRIDGE FOCUS AHZX465WJ DBTNO 3.31% $78,433,101
FOUNDATION HORIZON VITAL BRIDGE GLACIER 2LJF37ENC KNXJ 8.82% $103,934,685
OPTIMA VALUE MATRIX EMBER TVIKDU53J VHJY 6.77% $8,746,206
VECTOR WAVE HARBOR MERIDIAN 601EVUIYC QVXO 6.87% $9,463,913

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