SourcingSourcing

PRESILIUM PRIVATE WEALTH, LLC

C26
CRD 318345·SEC 801-123460·RADNOR, PA
AUM
$671.7M
$500M-$1B
Est. Revenue
$6.7M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$16.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRESILIUM PRIVATE WEALTH, LLC
CRD
318345
SEC file #
801-123460
EIN
874563318
DBA names
—

Economics

AUM
$671.7M
AUM band
$500M-$1B
AUM trajectory
'23'26
$244.6M → $671.7M▲ +175%
Client mix
Individuals High Net Worth228
Individuals Other145
Corporations5
Charitable Organizations2

Operations

Employees (total)
7
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
2 advisors → 3 advisors▲ +50%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
presiliumpw.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DAVIDSE, JERRY, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DAVIDSE, JERRY, JOHN
HART, BROOK, RICHARD
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
PRESILIUMPW.COM
Rdap Domain Creation Date
2022-01-24T22:06:13Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001939831
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-08
Edgar Last Filing Date
2026-04-17
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-17
Accession0001939831-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
150 NORTH RADNOR CHESTER ROADSUITE F110RADNOR, PA 19087
Business
150 NORTH RADNOR CHESTER ROADSUITE F110RADNOR, PA 19087
Edgar EIN
874563318
Edgar Recent Filings
13F-HR2026-04-17 · 0001939831-26-000002
13F-HR2026-01-13 · 0001939831-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-24T22:06:13Z
Rdap Domain Last Changed
2022-10-04T19:32:20Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4414257
Trust Company Affiliate
No

People (4)

4
DAVIDSE, JERRY, JOHN
IAR · Direct Owner · 87.5%
4414257
HART, BROOK, RICHARD
IAR · Direct Owner · 17.5%
6712771
Cullen Thomas Martin
IAR
6713382
JAEDEN Alexander CRUZ
IAR
7078984