# Davidson Wealth Management

Davidson Wealth Management is a Bank / Wealth / Trust based in Forked River, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Forked River, United States
- **Region:** North America
- **Address:** Manalapan, NJ, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** davidsonwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/davidson-wealth-management

## Regulatory record

- **CRD number:** 153227
- **SEC file number:** 801-71216
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153227

## About

Davidson Wealth Management was established as a New Jersey-based registered investment advisor, providing fee-only investment advisory services to a concentrated client base in the tri-state area. The firm's client roster spans individuals, high-net-worth families, trusts, and corporate accounts. Its structure as an RIA subjects it to fiduciary standards under the Investment Advisers Act of 1940, obligating the firm to prioritize client interests above proprietary product sales or commission-based recommendations. The firm's investment strategy centers on portfolio construction calibrated to individual client financial plans. Services encompass asset allocation, manager selection, and ongoing portfolio monitoring, alongside integrated financial planning that addresses retirement, education funding, and estate transfer. Davidson Wealth Management emphasizes after-tax return optimization, a focus relevant to its high-net-worth individual and trust client segments. The geographic footprint remains concentrated in New Jersey and proximate New York metropolitan-area clients, with no known satellite offices or multi-state licensing beyond the region. Scale metrics remain private — the firm does not publicly disclose assets under management, total client count, or advisor headcount. As a privately held RIA without institutional reporting requirements, Davidson Wealth Management files Form ADV with the SEC, which provides compliance-level disclosures but is not publicly circulated in marketing materials. The absence of public AUM or team-size figures places the firm below the reporting thresholds often tracked by industry databases, consistent with a practice serving a limited number of local families. A structural differentiator for Davidson Wealth Management is its posture as a fee-only fiduciary operating outside the wirehouse or bank-brokerage ecosystem. Unlike bank-affiliated wealth managers who face product distribution incentives, independent RIAs like Davidson are compensated directly by clients, aligning the firm's revenue model with client portfolio performance rather than transaction volume. For high-net-worth families and trusts seeking an advisor without institutional conflicts, this architecture offers a governance advantage — though it lacks the multi-generational family-office infrastructure that larger peers have built through dedicated trust companies or family holding structures.

## Questions

### What types of clients does Davidson Wealth Management serve?

The firm advises individuals, high-net-worth individuals, trusts, and corporations, according to its investment advisory registration. Trust accounts represent a meaningful segment where fiduciary duties and tax-sensitive portfolio management intersect — core competencies for fee-only RIAs that integrate estate planning with investment execution.

## Related profiles

- [Davidson Investment Advisors](https://altss.com/profile/davidson-investment-advisors)
- [Davis, Glenn, & Glover Wealth Management Services](https://altss.com/profile/davis-glenn-glover-wealth-management-services)

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Last updated: 2026-06-03T20:00:00.000Z

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