Presilium Private Wealth, Llc
- Regulatory AUM
- $672M
- Discretionary
- $672M
- Clients
- 380
- Avg AUM / client
- $1.8M
- Accounts
- 380
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 145 | $48.1M | 7.16% |
| High net worth individuals | 228 | $620M | 92.4% |
| Charitable organizations | 2 | $2.5M | 0.37% |
| Corporations and other businesses | 5 | $583K | 0.09% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brook Richard Hart | Chief Compliance Officer | CFP | Apr 2022 (4y) | 10% – 25% |
| Jerry John Davidse | Chief Executive Officer | CFP | Apr 2022 (4y) | 75% or more |
| Cullen Thomas Martin | Registered representative | CFP | Jan 2025 (2y) | |
| Jaeden Alexander Cruz | Registered representative | CFP | Mar 2026 (0y) | |
| Amanda Christine Graf | Registered representative | May 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 914 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $672M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗