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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| PROZZO, RICHARD, EDWARD | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B | |
| SEVCENKO, KRISTOPHER, MICHAEL | I | FINANCIAL PLANNER AND MINORITY OWNER | B |
Registrations
Federal
IA
Dec 17, 2025 REGISTERED
Notice Filings (10)
FL LA NH NJ NY PA SC TX VA VT
Address
1041 WEST LACEY ROAD2ND FLOOR
FORKED RIVER, NJ 08731
United States
Phone: 732-409-1060