SourcingSourcing

DAVIDSON WEALTH MANAGEMENT LLC

B53
CRD 153227·SEC 801-71216·FORKED RIVER, NJ
AUM
$172.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$517K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DAVIDSON WEALTH MANAGEMENT LLC
CRD
153227
SEC file #
801-71216
EIN
—
DBA names
—

Economics

AUM
$172.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$106.2M → $172.4M▲ +62%
Client mix
Individuals Other174
Individuals High Net Worth54

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
FORKED RIVER NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
davidsonwealthmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PROZZO, RICHARD, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PROZZO, RICHARD, EDWARD
SEVCENKO, KRISTOPHER, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DAVIDSONWEALTHMGMT.COM
Rdap Domain Creation Date
2010-03-11T16:32:35Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
22,266
Form 5500 Compensation Trajectory 3y
202522,266
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
22,266
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3069
Soi Zip Pct 200k Plus
0.0732
Soi Zip Returns 200k Plus
840
Soi Zip Total AGI
1,000,072
Fdic Zip Total Deposits
19,398,407,000
Fdic Zip Branch Count
285
Fdic Zip Top Banks
TD Bank, National Association
Hudson City Savings Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Fdic Zip Branches Raw
Hudson City Savings BankLacey Township, NJ
Commerce Bank/Shore, National AssociationForked River, NJ
Fdic Zip HHI
948.01
Fdic Zip Top Bank Share Pct
21.54
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-03-11T15:32:35Z
Rdap Domain Last Changed
2023-12-19T20:34:33Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,150
Returns2,560
Stub 2
AGI80,235
Returns2,150
Stub 3
AGI114,087
Returns1,840
Soi Zip Total Business Income
31,984
Soi Zip Total Cap Gains
23,112
Soi Zip Total Dividends
16,253
Soi Zip Total Returns
11,470
Top Owner CRD
1972687
Trust Company Affiliate
No

People (3)

3
PROZZO, RICHARD, EDWARD
IAR · Direct Owner · 87.5%
1972687
SEVCENKO, KRISTOPHER, MICHAEL
IAR · Direct Owner · 17.5%
4725928
RICHARD JOSEPH PROZZO
IAR
7487664