Davidson Wealth Management LLC

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.