DAVIDSON WEALTH MANAGEMENT LLC

DAVIDSON WEALTH MANAGEMENT LLC of FORKED RIVER, NJ is an SEC-registered investment adviser (CRD 153227). Regulatory assets under management: $172.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

NameRoleLocation
Richard Edward ProzzoMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
Kristopher Michael SevcenkoFINANCIAL PLANNER AND MINORITY OWNER
PROZZO RICHARD EDWARDMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
SEVCENKO KRISTOPHER MICHAELFINANCIAL PLANNER AND MINORITY OWNER

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