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DAVIDSON WEALTH MANAGEMENT LLC

FORKED RIVER, NJ · CRD 153227 · IAPD ↗ · davidsonwealthmgmt.com · 732-409-1060

$172.4MRegulatory AUM
3Advisory reps
5Employees
2Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — DAVIDSON WEALTH MANAGEMENT LLC moved its main office from MANALAPAN, NJ to FORKED RIVER, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
March 2024 — DAVIDSON WEALTH MANAGEMENT LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — DAVIDSON WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.