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).
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Total Assets Under Management131MILLION
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Total Number of Accounts599ACCOUNTS
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Average Account Value$218,258
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL, LA, NH, NJ, NY, PA, SC, TX
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.
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.
Richard Prozzo (CRD# 7487664) is an Investment Advisor Representative working at Davidson Wealth Management LLC in Manalapan, NJ and has 1 year of experience in the finance industry.