DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Presilium Private Wealth, LLC
Latest filing Jul 16, 2026
First filing on the tape Feb 14, 2022 · 13 filings
SEC status approved since Mar 16, 2022
RAUM
$672M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$669M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$134M
derived; firm RAUM over IAPD count
Employees
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$672M as of Jul 16, 2026
Jan 12, 2023$348M then
HNW client RAUM$620M as of Jul 16, 2026
Jan 12, 2023$333M then
State-registered IARs (5.B.3)3 as of Jul 16, 2026
Jan 12, 20232 then
Employees (5.A)7 as of Jul 16, 2026
Jan 12, 20234 then
Private funds: no history
RAUM +21% over the last fiscal year+25% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Jul 16, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $134MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 75derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $1.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.8%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $221M, 121 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$620M92%
- Individuals$48.1M7.2%
- Charitable organizations$2.5M0.4%
- Corporations and businesses$582,6050.1%
- Individual clients
- 145reported
- HNW clients
- 228reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 380reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $221M for 121 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jerry John DavidseCertified Financial Planner | Radnor, Pa | Apr 1, 2022 | 25 y | 2 |
| Brook Richard HartCertified Financial Planner | Radnor, Pa | Apr 1, 2022 | 10 y | 1 |
| Cullen Thomas MartinCertified Financial Planner | Radnor, Pa | Jan 24, 2025 | 10 y | 1 |
| Jaeden Alexander CruzCertified Financial Planner | Radnor, Pa | Mar 20, 2026 | 11 y | 2 |
| Amanda Christine Graf | Radnor, Pa | May 21, 2026 | 11 y | 1 |
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount2 left over 36 months
Left, latest
- Brian Joseph Henrysen to Pw Nova Financial Services LLCJan 7, 2026 · RIA to RIA
- Brandon Tyler Zahal to Rockwood Wealth Management, LLCOct 19, 2023 · RIA to RIA
Joined, latest
- Amanda Christine Graf from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 21, 2026 · Wirehouse to independent RIA
- Jaeden Alexander Cruz from United Capital Financial AdvisorsMar 20, 2026 · RIA to RIA
- Cullen Thomas Martin from Vanguard Advisers, Inc.Jan 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brian Joseph Henrysen from Legacy Advisors, LLCOct 24, 2023 · RIA to RIA
- Jerry John Davidse from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 1, 2022 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Brook Richard Hart from Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 1, 2022 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Jerry Davidse · Chief Executive Officercontrolsince 04/2022 · owns 75% or more
- Richard Brook Hart · Chief Compliance Officercontrolsince 04/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Radnor, Pa · principal | 5 | 2 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- account count collapseChange between filings · filing Mar 9, 2026accounts (Item 5.F.2.f) moved from 1,402.0 to 380.0 (-73.0%) between the annual amendments of 2025-03-03 and 2026-03-09; the peer median change was +6.0% (1256 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,256) · 0.3% percentile
What changed
consecutive filings, newest first
- Accounts · 1,402 to 380Sep 17, 2025 to Mar 9, 2026
- Advisory employees · 4 to 3Sep 17, 2025 to Mar 9, 2026
- Advisory activities · 1 to 3Sep 17, 2025 to Mar 9, 2026
- Charity clients · 1 to 2Sep 17, 2025 to Mar 9, 2026
- Corporate clients · 6 to 5Sep 17, 2025 to Mar 9, 2026
- HNW clients · 227 to 228Sep 17, 2025 to Mar 9, 2026
- Individual clients · 153 to 145Sep 17, 2025 to Mar 9, 2026
- Assets in custody · $426M to $221MSep 17, 2025 to Mar 9, 2026
- Financial planning clients · to 0Sep 17, 2025 to Mar 9, 2026
- State-registered IARs · 4 to 3Sep 17, 2025 to Mar 9, 2026
- Discretionary RAUM · $554M to $672MSep 17, 2025 to Mar 9, 2026
- HNW RAUM · $518M to $620MSep 17, 2025 to Mar 9, 2026
- Individual RAUM · $33.2M to $48.1MSep 17, 2025 to Mar 9, 2026
- RAUM · $554M to $672MSep 17, 2025 to Mar 9, 2026
- Accounts · 1,112 to 1,402Aug 8, 2024 to Mar 3, 2025
- Advisory employees · 3 to 4Aug 8, 2024 to Mar 3, 2025
- Charity clients · 3 to 1Aug 8, 2024 to Mar 3, 2025
- HNW clients · 193 to 227Aug 8, 2024 to Mar 3, 2025
- Individual clients · 136 to 153Aug 8, 2024 to Mar 3, 2025
- Assets in custody · $151M to $426MAug 8, 2024 to Mar 3, 2025
- Employees · 5 to 7Aug 8, 2024 to Mar 3, 2025
- Financial planning clients · unset to Aug 8, 2024 to Mar 3, 2025
- State-registered IARs · 3 to 4Aug 8, 2024 to Mar 3, 2025
- Discretionary RAUM · $443M to $554MAug 8, 2024 to Mar 3, 2025
- HNW RAUM · $412M to $518MAug 8, 2024 to Mar 3, 2025
- Individual RAUM · $25.6M to $33.2MAug 8, 2024 to Mar 3, 2025
- RAUM · $443M to $554MAug 8, 2024 to Mar 3, 2025
- Accounts · 913 to 1,112Apr 27, 2023 to Jan 23, 2024
- Advisory employees · 2 to 3Apr 27, 2023 to Jan 23, 2024
- Charity clients · unset to 3.0Apr 27, 2023 to Jan 23, 2024
- Corporate clients · unset to 6.0Apr 27, 2023 to Jan 23, 2024
- HNW clients · 221 to 193Apr 27, 2023 to Jan 23, 2024
- Individual clients · 119 to 136Apr 27, 2023 to Jan 23, 2024
- Assets in custody · $120M to $151MApr 27, 2023 to Jan 23, 2024
- Employees · 4 to 5Apr 27, 2023 to Jan 23, 2024
- State-registered IARs · 2 to 3Apr 27, 2023 to Jan 23, 2024
- Discretionary RAUM · $348M to $443MApr 27, 2023 to Jan 23, 2024
- HNW RAUM · $333M to $412MApr 27, 2023 to Jan 23, 2024
- Individual RAUM · $14.5M to $25.6MApr 27, 2023 to Jan 23, 2024
- RAUM · $348M to $443MApr 27, 2023 to Jan 23, 2024
Signals
7 dated events
- Brian Joseph Henrysen left Presilium Private Wealth, Llc for Pw Nova Financial Services Llc (registered 2026-02-11)Jan 7, 2026 · Advisor changed firm · fact
- Presilium Private Wealth, Llc reported RAUM $554.2M, up 25% from $442.9M (2024-08-08 to 2025-03-03)Mar 3, 2025 · RAUM change · derived
- Brandon Tyler Zahal left Presilium Private Wealth, Llc for Rockwood Wealth Management, Llc (registered 2023-12-11)Oct 19, 2023 · Advisor changed firm · fact
- Presilium Private Wealth, Llc reported RAUM $348.0M, up 42% from $244.6M (2022-07-12 to 2023-01-12)Jan 12, 2023 · RAUM change · derived
- Brook Hart (Chief Compliance Officer) appeared on Schedule A of Presilium Private Wealth, LlcApr 1, 2022 · Control person joined · fact
- John Jerry Davidse (Chief Executive Officer) appeared on Schedule A of Presilium Private Wealth, LlcApr 1, 2022 · Control person joined · fact
- The Davidsee Hart Group, Llc filed its initial SEC registration (Form ADV)Feb 14, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- team@presiliumpw.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 215-982-4140reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/presilium-private-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- presiliumpw.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 215-982-4140reportedpublic record, Form ADV, Jul 16, 2026
- Team page
- presiliumpw.com/about/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $134Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026