RIA Intel›Advisers›Pennsylvania›PRESILIUM PRIVATE WEALTH, LLC

PRESILIUM PRIVATE WEALTH, LLC

Advisory

N·RADNOR, PA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$672M
1-Year AUM Growth
+27.3%
3-Year CAGR
+8.7%
Employees
3
Assets Under Management
Total AUM$672M
Discretionary AUM$672M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients387
Team
Total Employees3
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingFeb 14, 2022
Latest FilingMar 9, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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