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Financial Planner and Minority Owner · Davidson Wealth Management LLC

Kristopher M. Sevcenko

CRD 4725928 · Named on Form ADV at one SEC-registered adviser

At a glance

Davidson Wealth Management LLC, an SEC-registered wealth manager based in Forked River, NJ with $172 million in regulatory assets, lists Kristopher M. Sevcenko on its Form ADV as Financial Planner and Minority Owner.

Firms and roles

AtlasMembers

Kristopher’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
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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

  • Richard E. ProzzoManaging Member and Chief Compliance Officer, Davidson Wealth Management LLC

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