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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Presilium Private Wealth LLC
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|---|---|
| CRD # | 318345 |
| SEC # | 801-123460 |
| CIK # | 0001939831 |
| AUM | $554.2 M (2025-03-03) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 215-982-4140 |
| Address | 150 North Radnor Chester Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 2.0 | ||
| Microsoft Corp | 1.8 | ||
| Apple Inc | 1.2 | ||
| Procter & Gamble Co | 1.2 | ||
| Amazon Com Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 153 | 33.2 |
| (b) Individuals (high net worth individuals) | 227 | 517.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,402 | 554.2 |
| By Discretionary | ||
| Discretionary | 1,402 | 554.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,402 | 554.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 554.2 | |
| Total | 1,402 | 554.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001939831] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tanglewood Legacy Advisors LLC
✚
|
TX | 0.6 |
|
Golden State Asset Management LLC
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|
CA | 0.6 |
|
Keel Wealth Management LLC
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|
0.6 | |
|
Financial Security Management Inc
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|
CO | 0.6 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Allen Wealth Management LLC
✚
|
NC | 0.6 |
|
Northwest Financial Services Inc
✚
|
IN | 0.6 |
|
Central Family Advisors LLC
✚
|
NY | 0.5 |
|
Carlson & Company Financial Services LLC
✚
|
KS | 0.5 |