DAVIDSON WEALTH MANAGEMENT LLC

198 Route 9 N
Ste 205
Manalapan, New Jersey 07726
Tel: 732-409-1060

About DAVIDSON WEALTH MANAGEMENT LLC

DAVIDSON WEALTH MANAGEMENT LLC, formally registered with the SEC as DAVIDSON WEALTH MANAGEMENT LLC. The firm was established in 03/22/2010. They have over 1 offices throughout the country.

DAVIDSON WEALTH MANAGEMENT LLC is a Manalapan, New Jersey based Financial Planning firm with nearly $147,636,663 assets under management, offering retirement planning & investment advisory services to 635 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153227
SEC#	801-71216
Assets Managed by Firm	$147,636,663
No. of Clients	635
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	635	$147,636,663
Individuals (other than high net worth individuals)	176	$48,152,100
High net worth individuals	45	$97,940,940
Pension and profit sharing plans	Fewer than 5 clients	$1,394,685
Charitable organizations	Fewer than 5 clients	$15,267
Corporations or other businesses	Fewer than 5 clients	$133,671

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