PRESILIUM PRIVATE WEALTH, LLC
CRD #318345 SEC #801-123460 RADNOR, PA 215-982-4140
SEC Registered
Total AUM
$554.2M
Discretionary
$554.2M
Employees
7
Clients
--
Accounts
1,402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $554.2M | $554.2M | $0 | 7 | 0 |
| Mar 2025 | $554.2M | $554.2M | $0 | 7 | 0 |
| Aug 2024 | $442.9M | $442.9M | $0 | 5 | 0 |
| Jan 2024 | $442.9M | $442.9M | $0 | 5 | 0 |
| Apr 2023 | $348M | $348M | $0 | 4 | 0 |
| Jan 2023 | $348M | $348M | $0 | 4 | 0 |
| Jul 2022 | $244.6M | $244.6M | $0 | 2 | 0 |
| Jun 2022 | $244.6M | $244.6M | $0 | 2 | 0 |
| Apr 2022 | $0 | $0 | $0 | 2 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
DateSep 2025
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$554.2M
Discretionary$554.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$442.9M
Discretionary$442.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$442.9M
Discretionary$442.9M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$348M
Discretionary$348M
Non-Disc.$0
Employees4
Clients0
DateJul 2022
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$244.6M
Discretionary$244.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0