RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 17, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BUTTE, ANDREW, THOMASICHIEF COMPLIANCE OFFICERNA
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
DAVIDSE, JERRY, JOHNICHIEF EXECUTIVE OFFICERE Control
JDBH HOLDINGS LLCDEOWNERE Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOKICHIEF COMPLIANCE OFFICERB Control
HART, BROOK, RICHARDICHIEF COMPLIANCE OFFICERB Control
HART, BROOK, RICHARDICHIEF COMPLIANCE OFFICERB Control
HART, BROOK, RICHARDICHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Sep 17, 2025 REGISTERED

Notice Filings (9)

CA DE FL MA MD NJ NY PA TX

Address

150 NORTH RADNOR CHESTER ROAD
STE F110
RADNOR, PA 19087
United States
Phone: 215-982-4140