Presilium Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated March 9, 2026, reports $672M in regulatory assets under management, 7 employees, and 380 accounts.
Assets Under Management
$672M
Employees
7
Offices
--
Total Clients
380
Primary office
RADNOR, PA
150 NORTH RADNOR CHESTER ROAD, STE F110, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.0% of total clients.
Top client categories% of clientsClients
1
HNWI
60.0%
228
2
Individuals
38.2%
145
3
Corporations
1.3%
5
4
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$672Mas of March 9, 2026
Discretionary100.0%
$672M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$672M
Total Accounts380
10Y AUM Change+$672M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee54:1
10Y Employee Change+5 (+250.0%)
* 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.