Davidson Wealth Management LLC

Davidson Wealth Management LLC (CRD# 153227) is a financial advisory firm headquartered in Manalapan, NJ. They manage $130,736,519 in 599 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
198 Route 9 N, Ste 205, Manalapan, NJ 07726
http://www.davidsonwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $218,258
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, NH, NJ, NY, PA, SC, TX

Financial Advisors at Davidson Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Prozzo, financial advisor Manalapan NJ
Richard E. Prozzo
CRD#: 1972687
198 Route 9 N, Ste 205, Manalapan, NJ 07726

Richard Prozzo (CRD# 1972687) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 34 years of experience in the finance industry.

2
Kristopher Sevcenko, financial advisor Manalapan NJ
Kristopher M. Sevcenko
CRD#: 4725928
198 Route 9 N, Ste 205, Manalapan, NJ 07726

Kristopher Sevcenko (CRD# 4725928) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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