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| Happy Holidays!! thanks for using AUM13F!! |
| Davidson Wealth Management LLC
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| CRD # | 153227 |
| SEC # | 801-71216 |
| CIK # | |
| AUM | $147.6 M (2025-02-25) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 732-409-1060 |
| Address | 198 Route 9 N Manalapan, NJ 07726 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 48.2 |
| (b) Individuals (high net worth individuals) | 45 | 97.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 635 | 147.6 |
| By Discretionary | ||
| Discretionary | 363 | 57.5 |
| Non-Discretionary | 272 | 90.1 |
| Total | 635 | 147.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.6 | |
| Total | 635 | 147.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Strategas Asset Management LLC
✚
|
NY | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Vega Capital Group LLC
✚
|
0.1 | |
|
Renaissance Holdings LLC
✚
|
MS | 0.1 |
|
del Mar Wealth Management Inc
✚
|
CA | 0.1 |
|
Winter & Associates Inc
✚
|
MN | 0.1 |
|
GTS Financial LLC
✚
|
MN | 0.1 |