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| Keyboard |
| Davidson Wealth Management LLC
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|---|---|
| CRD # | 153227 |
| SEC # | 801-71216 |
| CIK # | |
| AUM | 172.4 M (2026-06-15) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 732-409-1060 |
| Address | 1041 West Lacey Road Forked River, NJ 08731 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 46.0 |
| (b) Individuals (high net worth individuals) | 54 | 123.9 |
| (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 | 2.0 |
| (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 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 172.4 |
| By Discretionary | ||
| Discretionary | 310 | 60.7 |
| Non-Discretionary | 343 | 111.6 |
| Total | 653 | 172.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.4 | |
| Total | 653 | 172.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Management Solutions LLC
✚
|
AZ | 172.6 M |
|
The Heaton Hoppes Group LLC
✚
|
IA | 172.5 M |
|
White Sand Wealth Management LLC
✚
|
MO | 172.4 M |
|
Wealthguard Advisors Inc
✚
|
CA | 172.4 M |
|
Prosperity Road LLC
✚
|
CA | 172.3 M |
|
Nexwealth LLC
✚
|
FL | 172.2 M |
|
Thompson Wealth Solutions LLC
✚
|
MD | 172.1 M |
|
Investor Advisory Group LLC
✚
|
NC | 172.1 M |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
|
MA | 172.0 M |
|
Ascent Capital Partners LLC
✚
|
AZ | 172.0 M |