DAVIDSON WEALTH MANAGEMENT LLC

CRD 153227File 801-71216

APPROVED

Retail clients

Filing as of Jun 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.4M

Bottom 25% of cohort (national)

Discretionary AUM

$60.7M

Non-discretionary $111.6M

Clients

228

653 accounts

Employees

Bottom 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Mar 22, 2010
Principal office: 1041 WEST LACEY ROAD, 2ND FLOOR, FORKED RIVER, NJ, 08731
Phone: 732-409-1060
Website: HTTP://WWW.DAVIDSONWEALTHMGMT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.4M
Discretionary AUM: $60.7M
Non-discretionary AUM: $111.6M
Discretionary accounts: 310
Non-discretionary accounts: 343
Total accounts: 653
AUM per client: $756K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$378K
Charitable organizations	Fewer than 5	$17K
High net worth individuals	54	$123.9M
Pension and profit sharing plans	Fewer than 5	$2.0M
Individuals (other than high net worth individuals)	174	$46.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.