Presilium Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and business succession planning.
Presilium Private Wealth reports 380 clients. They include 228 high-net-worth individuals, 145 individual clients, and 5 corporations and other businesses. Of its assets, 100.0% ($672M across 380 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 7% |
| High-net-worth individuals | 60% | 92% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $48.1M | 7.2% | $332K |
| High-net-worth individuals | 228 | $620M | 92.4% | $2.72M |
| Charitable organizations | Fewer than 5 | $2.47M | 0.4% | $1.23M |
| Corporations and other businesses | 5 | $583K | 0.1% | $117K |
| Total | 380 | $672M | 100% | — |
- Clients
- 145
- Regulatory AUM
- $48.1M
- AUM share
- 7.2%
- Avg. per client
- $332K
- Clients
- 228
- Regulatory AUM
- $620M
- AUM share
- 92.4%
- Avg. per client
- $2.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.47M
- AUM share
- 0.4%
- Avg. per client
- $1.23M
- Clients
- 5
- Regulatory AUM
- $583K
- AUM share
- 0.1%
- Avg. per client
- $117K
Total
- Clients
- 380
- Regulatory AUM
- $672M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Presilium Private Wealth charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Fee details and sources
Jerry Davidse owns 75% or more of Presilium Private Wealth. Jerry Davidse is CEO; the leadership team includes Chief Operating Officer Brook Hart. It has 7 employees, 3 of them in advisory roles.
Leadership
Jerry DavidseChief Executive Officer
Brook HartChief Compliance Officer & Chief Operating Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Presilium Private Wealth, LLC
Jerry Davidse
Control person · since April 2022
- Owns 10% to 25% of Presilium Private Wealth, LLC
Brook Hart
Control person · since April 2022
Presilium Private Wealth’s regulatory assets grew 2.7× from $245M (July 2022) to $672M (July 2026); clients rose from 256 to 380 and employees from 2 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $672M | 380 | 7 | 1 |
| March 2025 | $554M | 387 | 7 | 1 |
| January 2024 | $443M | 338 | 5 | 1 |
| April 2023 | $348M | 340 | 4 | 1 |
| July 2022 | $245M | 256 | 2 | 1 |
Besides its headquarters, Presilium Private Wealth has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 150 North Radnor Chester Road, Ste F110, RadnorHQ
Contact and registration details
- Legal name
- Presilium Private Wealth, LLC
- Headquarters
- 150 North Radnor Chester Road, Ste F110, Radnor, PA 19087
- Website
- presiliumpw.com
- Phone
- 215-982-4140
- @presilium-private-wealth
- SEC file
- 801-123460
- Founded
- 2022
- Structure
- Delaware LLC
- Fiscal year end
- December
Presilium Private Wealth uses Fidelity ($672M) as custodian for its separately managed accounts. Presilium Private Wealth has custody of $221M in client assets for 121 clients.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $672M100%
At year end, Presilium Private Wealth’s separately managed accounts were mostly in funds (84%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $651M across 96 positions; the largest are Vanguard Index Fds (13.4%), Vanguard Index Fds (12.4%) and Vanguard Scottsdale Fds (10.0%).
What the accounts hold
- Stocks5%
- Funds84%
- Bonds1%
- Cash10%
Reported 13F holdings
- $651M
- Reported 13F value
- 96
- Positions
- 77.1%
- In the 10 largest
- +14.8%
- Value vs. prior quarter
- Vanguard Index Fds · Value ETF13.4%
- Vanguard Index Fds · Growth ETF12.4%
- Vanguard Scottsdale Fds · Short Term Treas10.0%
- Vanguard Intl Equity Index F · FTSE Europe ETF8.7%
- Vanguard Index Fds · Short Trm Bond7.4%
- Vanguard Intl Equity Index F · FTSE Emr Mkt ETF6.4%
- Vanguard Index Fds · Mcap GR Idxvip4.9%
- Vanguard Intl Equity Index F · FTSE Pacific ETF4.9%
- Vanguard Index Fds · Mcap VL Idxvip4.7%
- Vanguard Index Fds · Real Estate ETF4.3%
Together, the ten largest are 77.1% of reported value.
How many clients does Presilium Private Wealth have?
Presilium Private Wealth has 380 clients and manages $672 million for them, as of July 2026. They include 228 high-net-worth individuals, 145 individual clients, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Presilium Private Wealth offer?
Presilium Private Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and business succession planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Presilium Private Wealth charge?
Presilium Private Wealth charges up to 1.50% a year for its Comprehensive Portfolio Management. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Source: FIRM BROCHURE - FORM ADV PART 2A, filed 9 March 2026
Which custodians does Presilium Private Wealth use?
Presilium Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $672M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Presilium Private Wealth have?
Presilium Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 7 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Presilium Private Wealth invest in?
At the end of its last fiscal year, Presilium Private Wealth’s separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 5% exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Presilium Private Wealth?
Presilium Private Wealth’s direct owners are Brook Hart (10% to 25%) and Jerry Davidse (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Presilium Private Wealth get paid?
Presilium Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Presilium Private Wealth registered with the SEC?
Yes, Presilium Private Wealth has been registered with the SEC as an investment adviser since 16 March 2022. Its CRD number is 318345 and its SEC file number is 801-123460.
Source: Form ADV Part 1A, Item 1, filed 16 July 2026; IAPD firm record
How do I contact Presilium Private Wealth?
Presilium Private Wealth’s main office is at 150 North Radnor Chester Road, Ste F110, Radnor, PA 19087. Its phone number is 215-982-4140. Its website is presiliumpw.com.