Davidson Wealth Management Llc
- Regulatory AUM
- $172M
- Discretionary
- $60.7M
- Clients
- 228
- Avg AUM / client
- $756K
- Accounts
- 653
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 174 | $46.0M | 26.7% |
| High net worth individuals | 54 | $124M | 71.9% |
| Pension and profit sharing plans | Fewer than 5 | $2.0M | 1.19% |
| Charitable organizations | Fewer than 5 | $16.9K | 0.01% |
| Corporations and other businesses | Fewer than 5 | $378K | 0.22% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tallen Technology Rentals 401(k) Plan Tallen, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Richard Edward Prozzo | Managing Member And Chief Compliance Officer | Feb 2010 (17y) | 75% or more | |
| Kristopher Michael Sevcenko | Financial Planner And Minority Owner | CFP | Apr 2013 (13y) | 10% – 25% |
| Richard Joseph Prozzo | Registered representative | Apr 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tallen Technology Rentals 401(k) Plan | Tallen, Inc. | 119 | $7.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 995 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $111M (65% of AUM) Jun 2026
- Pershing $37.0M (21% of AUM) Jun 2026
- Charles Schwab & Co. $23.9M (14% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗