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Davidson Wealth Management LLC

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Client assets under management

$169,908,300

Clients

228

24% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

76

High

Average account size

$745,212

About

Davidson Wealth Management serves individuals (including high‑net‑worth clients), trusts, retirement plans, and other business entities, offering asset management, comprehensive financial planning, and retirement plan consulting, as well as access to third‑party advisory programs. The firm is modest in size — three advisors overseeing roughly $172 million in client assets across about 228 accounts — and provides portfolio management through multiple implementation platforms described in its ADV.

The firm constructs portfolios using risk‑tolerance questionnaires and asset‑allocation tools (including the Vision2020 platform, SEI programs, Schwab Institutional and Pershing-supported solutions) and relies on fundamental, technical and charting analysis in security selection. Notably, Davidson manages a larger share of its assets on a non‑discretionary basis (approximately $111.6 million nondiscretionary versus $60.7 million discretionary), and frequently implements third‑party model and separately managed account programs.

Davidson is also a licensed insurance agency and its associated persons are registered representatives of Osaic Wealth, which means advisors may receive commissions and other compensation for insurance and securities product sales — a potential conflict disclosed in the brochure. The firm’s combination of fee‑based advisory services, insurance distribution, and revenue‑sharing or referral arrangements with multiple third‑party program providers is a distinguishing feature relative to many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees ranging from $1,000 to $10,000 based on complexity; half due at contract execution, balance upon plan presentation.

Percentage

$0 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.25% $3,000,000 - $4,999,999: 1.00% $5,000,000+: 0.75%

Commissions

Commissions earned from insurance and securities sales outside advisory accounts; no commissions in advisory accounts.

Project-based

$250 per hour for financial planning in special circumstances.

Main office location

Davidson Wealth Management LLC

1041 West Lacey Road, 2 Nd Floor

Forked River NJ 08731, United States

Number of offices

1

Most active in

More info

Florida · Louisiana · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 732-409-1060

Advisors at this firm

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Richard P

Series 63, Series 65

Forked River, NJ

Davidson Wealth Management LLC

Richard Prozzo is an investment advisor representative with Davidson Wealth Management LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked with Davidson Wealth Management since 2010 and has been affiliated with OSAIC Wealth, Inc. since 1996. He also serves as a trustee for his deceased father’s irrevocable trust, making investment decisions alongside his mother. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, managing portfolios across mutual funds, ETFs, equities, fixed income, and annuity sub-accounts, with both discretionary and non-discretionary strategies.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner
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Kristopher S

CFP®, Series 63, Series 65

Forked River, NJ

Davidson Wealth Management LLC

Kristopher Sevcenko is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Davidson Wealth Management LLC since 2012 and is also affiliated with Osaic Wealth, Inc. Sevcenko serves as trustee for his father’s and parents’ irrevocable family trusts, managing investment decisions for those assets. Davidson Wealth Management serves individual clients, including high-net-worth households, as well as retirement plans, trusts, and business entities. The firm offers asset management, financial planning, and retirement plan consulting, using risk-tolerance questionnaires and model portfolios to create individualized strategies across a range of investment vehicles.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner
user avatar

Richard P

Series 66

Forked River, NJ

Davidson Wealth Management LLC

Richard Prozzo is a financial advisor with Davidson Wealth Management LLC in Forked River, NJ, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Osaic and various positions outside the financial industry, including education and municipal work. Davidson Wealth Management serves individual clients, retirement plans, trusts, and business entities by offering asset management, financial planning, and retirement plan consulting. The firm manages client accounts using risk-tolerance questionnaires, asset allocation tools, and model portfolios, providing both discretionary and non-discretionary portfolio management.

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner
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