A complete list of active advisors currently associated with Presilium Private Wealth, LLC

Warmer can help you find a great advisor at Presilium Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Presilium Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.