DAVIDSON WEALTH MANAGEMENT LLC
CRD #153227 SEC #801-71216 FORKED RIVER, NJ 732-409-1060
SEC Registered
Total AUM
$147.6M
Discretionary
$57.5M
Employees
5
Clients
11
Accounts
635
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $147.6M | $57.5M | $90.1M | 5 | 2 |
| Nov 2025 | $147.6M | $57.5M | $90.1M | 5 | 2 |
| Feb 2025 | $147.6M | $57.5M | $90.1M | 5 | 2 |
| Mar 2024 | $130.7M | $51.9M | $78.8M | 5 | 2 |
| Jul 2023 | $118.5M | $49.4M | $69.1M | 5 | 2 |
| Mar 2023 | $118.5M | $49.4M | $69.1M | 5 | 2 |
| Sep 2022 | $137.3M | $54.8M | $82.6M | 5 | 2 |
| Feb 2022 | $137.3M | $54.8M | $82.6M | 5 | 2 |
| Aug 2021 | $123.6M | $48.2M | $75.3M | 5 | 2 |
| Mar 2021 | $123.6M | $48.2M | $75.3M | 5 | 2 |
| Jun 2020 | $119M | $48.4M | $70.6M | 5 | 2 |
| Jun 2020 | $119M | $48.4M | $70.6M | 5 | 2 |
| Mar 2020 | $119M | $48.4M | $70.6M | 5 | 2 |
| Sep 2019 | $106.2M | $44.6M | $61.6M | 5 | 0 |
| Mar 2019 | $106.2M | $44.6M | $61.6M | 5 | 0 |
| Dec 2018 | $110.2M | $46.7M | $63.5M | 5 | 0 |
| Aug 2018 | $110.2M | $46.7M | $63.5M | 5 | 0 |
| Mar 2018 | $110.2M | $46.7M | $63.5M | 5 | 0 |
| Mar 2017 | $97.8M | $48.2M | $49.6M | 5 | 200 |
| Nov 2016 | $92.6M | $55.7M | $36.9M | 5 | 200 |
| Oct 2016 | $92.6M | $55.7M | $36.9M | 5 | 200 |
| Aug 2016 | $92.6M | $55.7M | $36.9M | 5 | 200 |
| Mar 2016 | $92.6M | $55.7M | $36.9M | 5 | 200 |
| Feb 2015 | $97.9M | $58.1M | $39.8M | 5 | 700 |
| Feb 2014 | $95.3M | $55.9M | $39.4M | 5 | 700 |
| Mar 2013 | $96.8M | $48.5M | $48.3M | 5 | 700 |
| Mar 2012 | $124.9M | $45.3M | $79.5M | 6 | 700 |
| Mar 2011 | $126.7M | $43.6M | $83.2M | 10 | -- |
| Jan 2011 | $120.9M | $44.3M | $76.6M | 10 | -- |
| Sep 2010 | $120.9M | $44.3M | $76.6M | 10 | -- |
| Jun 2010 | $120.9M | $44.3M | $76.6M | 10 | -- |
| May 2010 | $120.9M | $44.3M | $76.6M | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
DateDec 2025
Total AUM$147.6M
Discretionary$57.5M
Non-Disc.$90.1M
Employees5
Clients2
DateNov 2025
Total AUM$147.6M
Discretionary$57.5M
Non-Disc.$90.1M
Employees5
Clients2
DateFeb 2025
Total AUM$147.6M
Discretionary$57.5M
Non-Disc.$90.1M
Employees5
Clients2
DateMar 2024
Total AUM$130.7M
Discretionary$51.9M
Non-Disc.$78.8M
Employees5
Clients2
DateJul 2023
Total AUM$118.5M
Discretionary$49.4M
Non-Disc.$69.1M
Employees5
Clients2
DateMar 2023
Total AUM$118.5M
Discretionary$49.4M
Non-Disc.$69.1M
Employees5
Clients2
DateSep 2022
Total AUM$137.3M
Discretionary$54.8M
Non-Disc.$82.6M
Employees5
Clients2
DateFeb 2022
Total AUM$137.3M
Discretionary$54.8M
Non-Disc.$82.6M
Employees5
Clients2
DateAug 2021
Total AUM$123.6M
Discretionary$48.2M
Non-Disc.$75.3M
Employees5
Clients2
DateMar 2021
Total AUM$123.6M
Discretionary$48.2M
Non-Disc.$75.3M
Employees5
Clients2
DateJun 2020
Total AUM$119M
Discretionary$48.4M
Non-Disc.$70.6M
Employees5
Clients2
DateJun 2020
Total AUM$119M
Discretionary$48.4M
Non-Disc.$70.6M
Employees5
Clients2
DateMar 2020
Total AUM$119M
Discretionary$48.4M
Non-Disc.$70.6M
Employees5
Clients2
DateSep 2019
Total AUM$106.2M
Discretionary$44.6M
Non-Disc.$61.6M
Employees5
Clients0
DateMar 2019
Total AUM$106.2M
Discretionary$44.6M
Non-Disc.$61.6M
Employees5
Clients0
DateDec 2018
Total AUM$110.2M
Discretionary$46.7M
Non-Disc.$63.5M
Employees5
Clients0
DateAug 2018
Total AUM$110.2M
Discretionary$46.7M
Non-Disc.$63.5M
Employees5
Clients0
DateMar 2018
Total AUM$110.2M
Discretionary$46.7M
Non-Disc.$63.5M
Employees5
Clients0
DateMar 2017
Total AUM$97.8M
Discretionary$48.2M
Non-Disc.$49.6M
Employees5
Clients200
DateNov 2016
Total AUM$92.6M
Discretionary$55.7M
Non-Disc.$36.9M
Employees5
Clients200
DateOct 2016
Total AUM$92.6M
Discretionary$55.7M
Non-Disc.$36.9M
Employees5
Clients200
DateAug 2016
Total AUM$92.6M
Discretionary$55.7M
Non-Disc.$36.9M
Employees5
Clients200
DateMar 2016
Total AUM$92.6M
Discretionary$55.7M
Non-Disc.$36.9M
Employees5
Clients200
DateFeb 2015
Total AUM$97.9M
Discretionary$58.1M
Non-Disc.$39.8M
Employees5
Clients700
DateFeb 2014
Total AUM$95.3M
Discretionary$55.9M
Non-Disc.$39.4M
Employees5
Clients700
DateMar 2013
Total AUM$96.8M
Discretionary$48.5M
Non-Disc.$48.3M
Employees5
Clients700
DateMar 2012
Total AUM$124.9M
Discretionary$45.3M
Non-Disc.$79.5M
Employees6
Clients700
DateMar 2011
Total AUM$126.7M
Discretionary$43.6M
Non-Disc.$83.2M
Employees10
Clients--
DateJan 2011
Total AUM$120.9M
Discretionary$44.3M
Non-Disc.$76.6M
Employees10
Clients--
DateSep 2010
Total AUM$120.9M
Discretionary$44.3M
Non-Disc.$76.6M
Employees10
Clients--
DateJun 2010
Total AUM$120.9M
Discretionary$44.3M
Non-Disc.$76.6M
Employees10
Clients--
DateMay 2010
Total AUM$120.9M
Discretionary$44.3M
Non-Disc.$76.6M
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--