Presilium Private Wealth, LLC
Presilium Private Wealth, LLC is a registered investment adviser headquartered in Radnor, Pennsylvania, founded in 2022. The firm provides comprehensive portfolio management and advisory services to individuals, including high-net-worth individuals, as well as a small number of charities and business entities. The firm is independently owned, led by Jerry Davidse and Brook Hart, and employs approximately 5 people, most of whom are investment professionals. Presilium focuses on offering personalized and disciplined wealth management and financial planning services to its clients, emphasizing clarity and simplicity in the investing process.
Investment Strategy
Presilium Private Wealth offers comprehensive portfolio management tailored to each client’s needs and risk tolerance. The firm constructs and regularly monitors personalized investment portfolios, utilizing a diversified approach and recommending appropriate allocations across asset classes such as mutual funds, ETFs, and individual securities. Portfolios are reviewed at least annually and rebalanced as needed to align with clients' evolving objectives and financial situations. The firm operates with discretionary authority when permitted, enabling proactive portfolio adjustments while emphasizing transparency and ongoing communication.
Top Holdings
Equity Positions (76)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 13.19% | $69.4M | 372,373 | $148.95 | $186.49 | +$5.4M |
V VUG | VANGUARD INDEX FDS | 13.01% | $68.5M | 142,838 | $244.68 | $479.61 | +$4.6M |
V VGSH | VANGUARD SCOTTSDALE FDS | 10.00% | $52.6M | 894,469 | $58.21 | $58.85 | +$4.6M |
V VGK | VANGUARD INTL EQUITY INDEX F | 8.88% | $46.8M | 586,272 | $59.89 | $79.80 | +$3.3M |
B BSV | VANGUARD INDEX FDS | 7.39% | $38.9M | 492,834 | $76.53 | $78.91 | +$3.2M |