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Chief Executive Officer · Presilium Private Wealth, LLC

Jerry J. Davidse

CRD 4414257 · Named on Form ADV at one SEC-registered adviser

At a glance

Presilium Private Wealth, LLC, an SEC-registered wealth manager based in Radnor, PA with $672 million in regulatory assets, lists Jerry J. Davidse on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Jerry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brook R. HartChief Compliance Officer & Chief Operating Officer, Presilium Private Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jerry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.