FORKED RIVER, NJCRD 153227Latest ADV March 16, 2026
Davidson Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Forked River, NJ. Its latest Form ADV filing, dated March 16, 2026, reports $172M in regulatory assets under management, 5 employees, and 653 accounts.
Assets Under Management
$172M
Employees
5
Offices
--
Total Clients
228
Primary office
FORKED RIVER, NJ
1041 WEST LACEY ROAD, 2ND FLOOR, FORKED RIVER, NJ, United States
Top client segmentIndividuals represent 76.3% of total clients.
Top client categories% of clientsClients
1
Individuals
76.3%
174
2
HNWI
23.7%
54
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 16, 2026
Discretionary35.2%
$61M
35% of total RAUM35.2%
Non-discretionary64.8%
$112M
65% of total RAUM64.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$172M
Total Accounts653
10Y AUM Change+$75M (+76.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee46:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.