Presilium Private Wealth, LLC

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Client assets under management

$668,610,409

Clients

373

61% high-net worth

Advisors

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,792,521

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

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Passive / index investing Options & derivatives strategies Concentrated stock management

Fee options

Fixed

Business consulting fees: $15,000 to $50,000 for initial services; $2,500 to $50,000 per quarter thereafter.

Other

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 location

Presilium Private Wealth, LLC

150 North Radnor Chester Road, Ste F110

Radnor PA 19087, United States

Number of offices

Most active in

California · Delaware · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Facebook X Instagram Website 215-982-4140

Advisors at this firm

Brook H

CFP®, Series 66

Radnor, PA

Presilium Private Wealth, LLC

Brook Hart is a CFP® with nine years of industry experience, currently serving at Presilium Private Wealth, LLC since 2022. His prior roles include positions at Bank of America, N.A., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lockeroom Enterprises, LLC. Presilium Private Wealth is a team-based registered investment adviser that serves individuals, trusts, retirement plans, and corporate clients. The firm offers portfolio management, financial planning, and business consulting services, utilizing a mix of passive and active strategies across various asset classes and providing business transition consulting alongside investment management.

Private / alternative investments Passive / index investing Options & derivatives strategies Concentrated stock management

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.

Private / alternative investments Passive / index investing Options & derivatives strategies Concentrated stock management

Jaeden C

CFP®, Series 66

Radnor, PA

Presilium Private Wealth, LLC

Jaeden Cruz is a CFP® and holds a Series 66 license, currently serving as an advisor at Presilium Private Wealth, LLC with one year of experience at the firm. His prior roles include positions at BNY Securities Corporation, United Capital Financial Advisors, LLC, and Equitable Advisors, LLC. Outside of finance, he has worked in diverse sectors including catering and political campaigns. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing both passive and active investment strategies across a variety of asset classes and leveraging proprietary models and third-party platforms.

Private / alternative investments Passive / index investing Options & derivatives strategies Concentrated stock management

Cullen M

CFP®, Series 63, Series 66

Radnor, PA

Presilium Private Wealth, LLC

Cullen Martin is a CFP® with five years of industry experience, currently serving as an advisor at Presilium Private Wealth, LLC. His prior roles include positions at Pitcairn Trust Company and The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses. Presilium Private Wealth is a team-based registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a combination of passive and active strategies across a broad range of asset classes.

Private / alternative investments Passive / index investing Options & derivatives strategies Concentrated stock management

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