Davidson Wealth Management LLC

Davidson Wealth Management LLC (CRD# 153227) is a financial advisory firm headquartered in Manalapan, NJ. They manage $92,600,316 in 595 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $155,631
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NH, NJ, NY, PA, TX, VA, VT

Financial Advisors at Davidson Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kerry C. Dowd
CRD#: 1340930
198 Route 9 N, Ste 205, Manalapan, NJ 07726
93
Wealthminder
score

Kerry Dowd (CRD# 1340930) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 31 years of experience in the finance industry.

2
Richard E. Prozzo
CRD#: 1972687
198 Route 9 N, Ste 205, Manalapan, NJ 07726
93
Wealthminder
score

Richard Prozzo (CRD# 1972687) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 27 years of experience in the finance industry.

3
Kristopher M. Sevcenko
CRD#: 4725928
198 Route 9 N, Ste 205, Manalapan, NJ 07726
93
Wealthminder
score

Kristopher Sevcenko (CRD# 4725928) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has over 11 years of experience in the finance industry.

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