Presilium Private Wealth, LLC

Presilium Private Wealth, LLC is an investment advisory firm based in Radnor, PA, established in 2022. The firm is owned by Jerry Davidse and Brook Hart. As a fiduciary, the firm is committed to acting in the best interest of its clients. They offer Comprehensive Portfolio Management services, providing asset management, financial planning, and consulting. The firm utilizes a service-oriented advisory practice with open communication to help clients meet their financial goals while considering risk tolerance and time horizons. Presilium Private Wealth, LLC has a contractual relationship with Dynasty Financial Partners, LLC, providing operational and back-office support. The firm manages $554,248,200 on a discretionary basis as of December 31, 2024, with a maximum annual fee of 1.50% for Comprehensive Portfolio Management. Clients may have a minimum account balance requirement of $500,000, with exceptions considered case-by-case. The firm does not offer or sponsor a wrap fee program and does not charge performance-based fees. Clients have the option to direct brokerage outside the firm's recommendation. Presilium Private Wealth, LLC does not receive soft dollars beyond what is permitted by the Securities Exchange Act of 1934. The firm has safeguards in place for third-party money movement and does not accept proxy authority to vote client securities. Clients are encouraged to review account statements from the custodian and can discuss any questions with the firm. Presilium Private Wealth, LLC does not provide financial information in the brochure as it meets specific criteria exempting it from this requirement.