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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PRESILIUM PRIVATE WEALTH, LLC

CRD 318345

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc7e7c4d-2db4-03ea-55fc-76d2cc05306b

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 7
On other graphs: 0
Observed: Feb 14, 2022 to Jul 16, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $672MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $672M
Private client RAUM: $669MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $134Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 380
Individual clients: 145
High net worth clients: 228
Custody, client assets: $221M
SEC number: 801-123460
CRD: 318345
Filings on the tape: 13
First filed: Feb 14, 2022
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, DE
Website: presiliumpw.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JERRY JOHN DAVIDSE	Certified Financial Planner	RADNOR, PA	4	25	2	no
BROOK RICHARD HART	Certified Financial Planner	RADNOR, PA	4	10	1	no
Cullen Thomas Martin	Certified Financial Planner	RADNOR, PA	1	10	1	no
JAEDEN ALEXANDER CRUZ	Certified Financial Planner	RADNOR, PA	0	11	2	no
Amanda Christine Graf	n/a	RADNOR, PA	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIDSE, JERRY, JOHN	CHIEF EXECUTIVE OFFICER	E	yes	04/2022	Apr 1, 2022	Aug 8, 2024
HART, BROOK, RICHARD	CHIEF COMPLIANCE OFFICER	B	yes	04/2022	Apr 1, 2022	Aug 8, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 9, 2026	$672M	$672M	7	3	n/a	n/a
2024	Mar 3, 2025	$554M	$554M	7	4	n/a	n/a
2023	Jan 23, 2024	$443M	$443M	5	3	n/a	n/a
2022	Jan 12, 2023	$348M	$348M	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	20.0%	0	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$672M	$554M	21.2%	$348M	24.5%	7	7	0	0

Relationships

Registered with (7)

← Amanda Christine GrafAdvisorregistration: current employment
May 21, 2026 to presentfactForm ADV
← JAEDEN ALEXANDER CRUZAdvisorregistration: current employment
Mar 20, 2026 to presentfactForm ADV
← Cullen Thomas MartinAdvisorregistration: current employment
Jan 24, 2025 to presentfactForm ADV
← JERRY JOHN DAVIDSEAdvisorregistration: current employment
Apr 1, 2022 to presentfactForm ADV
← BROOK RICHARD HARTAdvisorregistration: current employment
Apr 1, 2022 to presentfactForm ADV
← BRIAN JOSEPH HENRYSENAdvisorregistration: previous registration
Oct 24, 2023 to Jan 7, 2026factForm ADV
← Brandon Tyler ZahalAdvisorregistration: previous registration
Jun 15, 2023 to Oct 19, 2023factForm ADV

Controls (2)

← DAVIDSE, JERRY, JOHNOwnerCHIEF EXECUTIVE OFFICER, ownership code E, individual
Apr 1, 2022 to Aug 8, 2024factForm ADV
← HART, BROOK, RICHARDOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Apr 1, 2022 to Aug 8, 2024factForm ADV

Dated events

Occurred
Jan 7, 2026
Advisor changed firm
Brian Joseph Henrysen left Presilium Private Wealth, Llc for Pw Nova Financial Services Llc (registered 2026-02-11)
Form ADVobserved 4 days ago
Occurred
Mar 3, 2025
Regulatory AUM changed
Presilium Private Wealth, Llc reported RAUM $554.2M, up 25% from $442.9M (2024-08-08 to 2025-03-03)
Form ADVobserved 4 days ago
$111M
Occurred
Oct 19, 2023
Advisor changed firm
Brandon Tyler Zahal left Presilium Private Wealth, Llc for Rockwood Wealth Management, Llc (registered 2023-12-11)
Form ADVobserved 4 days ago
Occurred
Jan 12, 2023
Regulatory AUM changed
Presilium Private Wealth, Llc reported RAUM $348.0M, up 42% from $244.6M (2022-07-12 to 2023-01-12)
Form ADVobserved 4 days ago
$103M
Occurred
Apr 1, 2022
Control person joined
Brook Hart (Chief Compliance Officer) appeared on Schedule A of Presilium Private Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Apr 1, 2022
Control person joined
John Jerry Davidse (Chief Executive Officer) appeared on Schedule A of Presilium Private Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Feb 14, 2022
First Form ADV filing
The Davidsee Hart Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc7e7c4d-2db4-03ea-55fc-76d2cc05306b
First observed: Feb 14, 2022
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PRESILIUM PRIVATE WEALTH, LLC

CRD 318345

RADNOR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc7e7c4d-2db4-03ea-55fc-76d2cc05306b

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JERRY JOHN DAVIDSE

Certified Financial Planner

RADNOR, PA

BROOK RICHARD HART

Certified Financial Planner

RADNOR, PA

Cullen Thomas Martin

Certified Financial Planner

RADNOR, PA

JAEDEN ALEXANDER CRUZ

Certified Financial Planner

RADNOR, PA

Amanda Christine Graf

n/a

RADNOR, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIDSE, JERRY, JOHN

CHIEF EXECUTIVE OFFICER

yes

04/2022

Apr 1, 2022

Aug 8, 2024

HART, BROOK, RICHARD

CHIEF COMPLIANCE OFFICER

yes

04/2022

Apr 1, 2022

Aug 8, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$672M

n/a

2024

Mar 3, 2025

$554M

n/a

2023

Jan 23, 2024

$443M

n/a

2022

Jan 12, 2023

$348M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$672M

$554M

21.2%

$348M

24.5%