# Presilium Private Wealth, LLC > Presilium Private Wealth, LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026. - CRD: 318345 - Filed as: PRESILIUM PRIVATE WEALTH, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Radnor, PA - Filing period: October 2026 - Form ADV filing dated: July 16, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318345 - AdvisorCensus page: https://advisorcensus.com/firm/presilium-private-wealth-llc-radnor-pa-318345 ## Quick answers **How is Presilium Private Wealth, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Presilium Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. **How much does Presilium Private Wealth, LLC charge?** Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Presilium Private Wealth, LLC located?** Presilium Private Wealth, LLC's principal office is in Radnor, PA, according to its Form ADV. **Is Presilium Private Wealth, LLC registered with the SEC or a state?** Presilium Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318345. **How much does Presilium Private Wealth, LLC manage?** Presilium Private Wealth, LLC reports $671,659,251 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary). **How have Presilium Private Wealth, LLC's assets and staff changed since 2022?** In the Form ADV data for Presilium Private Wealth, LLC: Regulatory assets under management: $244,563,218 in the October 2022 data and $671,659,251 in the October 2026 data, up 175%. Total employees: 2 in October 2022 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Presilium Private Wealth, LLC serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (228); individuals (other than high net worth individuals) (145); corporations or other businesses not listed above (5). **Which custodians does Presilium Private Wealth, LLC use?** Presilium Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets. **Does Presilium Private Wealth, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318345 **What changed in Presilium Private Wealth, LLC's recent Form ADV filings?** In the August 2026 filing data: Registered or notice-filed in IL. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026) - Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states) > The maximum annual fee charged for this service will not exceed 1.50%. This service is subject to a minimum quarterly fee of $1,250. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Fidelity Brokerage Services LLC Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $671,659,251 - Discretionary: $671,659,251 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 145 | $48,111,048 | | High net worth individuals | 228 | $620,499,361 | | Banking or thrift institutions | Not reported | $0 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 | | Charitable organizations | 2 | $2,466,237 | | State or municipal government entities (including government pension plans) | Not reported | $0 | | Other investment advisers | Not reported | $0 | | Insurance companies | Not reported | $0 | | Sovereign wealth funds and foreign official institutions | Not reported | $0 | | Corporations or other businesses not listed above | 5 | $582,605 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2022 (4 years) - Employees: 7 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, DE, FL, IL, MA, MD, NH, NJ, NY, PA, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - presiliumpw.com - Facebook @PresiliumPW - Instagram @presiliumpw - LinkedIn @presilium-private-wealth - LinkedIn @brook-hart - LinkedIn @jaclyn-ellison - LinkedIn @jerrydavidse - LinkedIn @kelley-casper - X @PresiliumPW - YouTube @UCUqadMwnhNx6BKqfm2FPS6Q ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2022 | $244,563,218 | 2 | July 12, 2022 | | October 2023 | $347,964,758 | 4 | April 27, 2023 | | October 2024 | $442,856,315 | 5 | August 8, 2024 | | October 2025 | $554,248,200 | 7 | March 3, 2025 | | October 2026 | $671,659,251 | 7 | July 16, 2026 | Regulatory assets under management: $244,563,218 in the October 2022 data and $671,659,251 in the October 2026 data, up 175%. Total employees: 2 in October 2022 and 7 in October 2026. ## Changes in the filing (last 12 months) ### August 2026 - Registered or notice-filed in IL. ### April 2026 - Employees performing advisory functions went from 4 to 3. - Regulatory assets under management went from $554,248,200 to $671,659,251 (+21%). - Registered or notice-filed in NH. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Presilium Private Wealth, LLC (CRD 318345): Form ADV filing data as of October 2026.