DAVIDSON WEALTH MANAGEMENT LLC

MANALAPAN, New Jersey·2 registered advisors·CRD# 153227

SEC# 801-712160732-409-1060

01

Firm Overview

AUM

$131M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at DAVIDSON WEALTH MANAGEMENT LLC

2 registered advisors

Kristopher Michael Sevcenko

MANALAPAN, New Jersey

Richard Edward Prozzo

MANALAPAN, New Jersey

05

Office Locations

MANALAPAN, New Jersey

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Data sourced from SEC Form ADV filings. DAVIDSON WEALTH MANAGEMENT LLC (CRD# 153227) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.