Presilium Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$668,610,409
Clients
373
Advisors
5
of 7 employees
About
Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals (including high‑net‑worth clients), trusts, retirement plans and business entities. The firm provides comprehensive portfolio management and financial planning alongside business consulting services such as enterprise valuation, transition planning and owner financial readiness.
The firm’s stated approach is fiduciary and client‑centered, combining fundamental analysis with both passive and active strategies, continuous monitoring, and the ability to tailor allocations and restrictions to individual objectives. Its investable universe includes traditional equities, fixed income and ETFs as well as alternatives and specialist exposures—digital assets, private equity, funds‑of‑funds, structured products and REITs—and the brochure discloses the firm may use margin/borrowing in client accounts where appropriate.
Presilium’s relationship with Dynasty Financial Partners provides access to a TAMP, separately managed accounts, unified managed accounts and third‑party managers, with platform and manager fees passed through to clients. The firm also discloses the use of client testimonials and third‑party ratings in its advertising and combines formal business‑owner consulting with outsourced manager access and digital‑asset capability—features that are less common among comparable team advisory firms.
Client services
Expertise
Fee options
Business consulting fees: $15,000 to $50,000 for initial services; $2,500 to $50,000 per quarter thereafter.
Account minimum: $500,000 Minimum fee: $1,250 per quarter minimum fee (minimum fee may be waived if family fee is $25,000 or greater, or at Firm's discretion)
Main office
150 North Radnor Chester Road, Ste F110
Radnor PA 19087
Advisors at this office
5
Most active in
California · Delaware · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Presilium Private Wealth, LLC · The Davidsee Hart Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brook H
CFP®, Series 66
Radnor, PA
Presilium Private Wealth, LLC
Brook Hart is a CFP® professional with nine years of industry experience. He is currently with Presilium Private Wealth, LLC, where he has worked since 2022. Prior to this, he held roles at Bank of America, N.A. and Merrill. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a fiduciary, client-centered approach that integrates fundamental analysis with a mix of passive and active strategies across a broad investable universe.
Jerry D
CFP®, Series 66
Radnor, PA
Presilium Private Wealth, LLC
Jerry Davidse is a financial advisor at Presilium Private Wealth, LLC with 24 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on the advisory boards of several nonprofit organizations, including KIPP Philadelphia and the Cambodia Rural Student Foundation. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning services, employing a mix of passive and active strategies across multiple asset classes and combining investment management with business consulting services.
Jaeden C
CFP®, Series 66
Radnor, PA
Presilium Private Wealth, LLC
Jaeden Cruz is a CFP® and holds a Series 66 license with five years of industry experience. He has worked at Presilium Private Wealth, LLC since 2026 and previously held roles at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Earlier in his career, he worked in various industries including hospitality and political campaigning. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management and financial planning alongside business consulting services, utilizing a fiduciary approach that combines fundamental analysis with active and passive strategies across a broad investable universe.
Cullen M
CFP®, Series 63, Series 66
Radnor, PA
Presilium Private Wealth, LLC
Cullen Martin is a CFP® certificant with six years of industry experience. He currently serves as a financial advisor at Presilium Private Wealth, LLC, having previously worked at Pitcairn Trust Company and The Vanguard Group. Presilium Private Wealth is a discretionary investment adviser managing over $670 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active strategies across a broad investable universe that includes traditional and alternative assets.
Amanda G
Series 66
Radnor, PA
Presilium Private Wealth, LLC
Amanda Graf is a financial advisor at Presilium Private Wealth, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Merrill, Cello Health, and Villanova University. Outside of her advisory role, she works as a driver contractor for Uber Technologies, Inc. Presilium Private Wealth is a discretionary investment adviser managing approximately $671.7 million for individuals, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and business consulting services, combining fiduciary, client-centered strategies with both passive and active investments across a broad range of asset classes.
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