# DAVIDSON WEALTH MANAGEMENT LLC

DAVIDSON WEALTH MANAGEMENT LLC of FORKED RIVER, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 153227
- Type: SEC-registered investment adviser
- SEC file number: 801-71216
- Location: 1041 WEST LACEY ROAD, 2ND FLOOR, FORKED RIVER, NJ, 08731
- Phone: 732-409-1060
- Latest filing: 2026-06-15
- Regulatory AUM: $172.4M
- Discretionary AUM: $60.7M
- Non-discretionary AUM: $111.6M
- Clients: 5
- Accounts: 653

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Richard Edward Prozzo | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Kristopher Michael Sevcenko | FINANCIAL PLANNER AND MINORITY OWNER | — |
| PROZZO RICHARD EDWARD | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| SEVCENKO KRISTOPHER MICHAEL | FINANCIAL PLANNER AND MINORITY OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153227/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153227/similar
- Related entities: https://search.stillhousedata.com/firm/153227/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153227

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.