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PRESILIUM PRIVATE WEALTH, LLC
CRD 318345 · SEC 801-123460
150 NORTH RADNOR CHESTER ROAD, STE F110, RADNOR, PA, 19087, United States
Phone
215-982-4140
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$671.7M
Discretionary AUM
$671.7M
Team
7 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $48.1M |
| High net worth individuals | 228 | $620.5M |
| Charitable organizations | 2 | $2.5M |
| Corporations/business entities | 5 | $583K |
States served
CA, DE, MD, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
- https://www.presiliumpw.com/
- https://www.facebook.com/PresiliumPW
- https://www.youtube.com/channel/UCUqadMwnhNx6BKqfm2FPS6Q
- https://www.instagram.com/presiliumpw
- https://x.com/PresiliumPW
- https://www.linkedin.com/in/kelley-casper/
- https://www.linkedin.com/in/jaclyn-ellison/
- https://www.linkedin.com/in/jerrydavidse/
- https://www.linkedin.com/in/brook-hart/
- https://www.linkedin.com/company/presilium-private-wealth/
Official SEC filing: View on IAPD