| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristopher Michael Sevcenko | Financial Planner And Minority Owner | 10-25% | 2020 |
| Richard Edward Prozzo Control | Managing Member And Chief Compliance Officer | Over 75% | 2010 |
Davidson Wealth Management LLC reports $147.6 million in regulatory assets under management on its Form ADV.
Davidson Wealth Management LLC reports 5 employees.
Davidson Wealth Management LLC is based in Manalapan, NJ and has been SEC-registered since 2010.
Davidson Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 198 Route 9 N, Ste 205, Manalapan, NJ 07726 |
| Phone | 732-409-1060 |
| Fax | 732-409-1052 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $57.5M |
| Non-discretionary | $90.1M |
| Total (RAUM) | $147.6M |