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PRESILIUM PRIVATE WEALTH, LLC

RADNOR, PA · CRD 318345 · IAPD ↗ · presiliumpw.com · 215-982-4140

$671.7MRegulatory AUM
3Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — PRESILIUM PRIVATE WEALTH, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — PRESILIUM PRIVATE WEALTH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
78
April 2026 — PRESILIUM PRIVATE WEALTH, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
March 2025 — PRESILIUM PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($442.9M -> $554.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
September 2024 — PRESILIUM PRIVATE WEALTH, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — PRESILIUM PRIVATE WEALTH, LLC reported RAUM up 27% ($348.0M -> $442.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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