Disclosures
The fine print, in plain sight. Registration, award criteria, testimonials, and our fiduciary commitment.
Presilium Private Wealth (the “Firm”) is an investment adviser in Philadelphia, PA. The Firm is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The Firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the Firm by the Commission nor does it indicate that the Firm has attained a particular level of skill or ability. The acronym “RIA” stands for Registered Investment Adviser and should not be construed as being a designation.
The Firm’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as the Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Firm. Any subsequent, direct communication by the Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the states where the prospective client resides.
A copy of Presilium Private Wealth’s current written disclosure brochure filed with the SEC which discusses among other things, the Firm’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov. For information pertaining to the registration status of the Firm, please contact the SEC on their website at www.adviserinfo.sec.gov.
The Firm does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Firm’s website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.
Any reproduction or distribution of this website, as a whole or in part, or the disclosure of the contents hereof, without the prior written consent of Presilium Private Wealth is prohibited.
Our regulatory filings
The documents below are filed with the SEC and provided to every client. The always-current copies are held by the SEC; view our complete record on the Investment Adviser Public Disclosure site.
- Form CRS & Disclosure Packet →Client Relationship Summary, ADV Part 2A brochure, and Part 2B supplements.
- Privacy Notice →How we collect, use, disclose, and protect your information.
- Form ADV Part 1 →Firm registration filing, as held by the SEC.
- SEC adviser record (CRD 318345) →Our full Investment Adviser Public Disclosure record.
Prefer a plain-language summary first? Read about our Form CRS, Form ADV, and Privacy Notice.
About the awards shown on this site
Awards and recognitions are not indicative of future performance and may not be representative of any client’s experience. Presilium did not pay a fee to participate in any ranking unless noted below. For each award, the rating criteria, the universe of advisers evaluated, the percentage who received it, the source, and the date are detailed here.
Forbes Best-In-State Wealth Management Teams 2025
Forbes · 2025
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
Forbes Best-In-State Wealth Advisors 2025
Forbes · 2025
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
Forbes Best-In-State Wealth Advisors 2024
Forbes · 2024
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub Advisors to Watch 2024
AdvisorHub · 2024
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub Advisors to Watch 2023
AdvisorHub · 2023
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub Advisors to Watch: Top 250 RIAs 2025
AdvisorHub · 2025
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub Advisors to Watch: Top 1000 (200 RIAs)
AdvisorHub · 2024
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub Advisors to Watch: 100 Next Gen 2025
AdvisorHub · 2025
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
InvestmentNews Rising Stars 2024
InvestmentNews · 2024
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
InvestmentNews 5-Star Wealth Management Teams 2025
InvestmentNews · 2025
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
Investment News Hotlist 2023
InvestmentNews · 2023
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
Forbes Best-In-State Wealth Advisor 2022, Jerry Davidse, CFP®
Forbes · 2022
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub RIA to Watch 2022–2023, Jerry Davidse
AdvisorHub · 2022
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub 1000 Next Gen Advisor to Watch 2024, Brook Hart
AdvisorHub · 2024
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
AdvisorHub 50 Next Gen Advisor to Watch 2023, Brook Hart
AdvisorHub · 2023
- Rating criteria
- [To be added]
- Universe evaluated
- [To be added]
- Percentage who received
- [To be added]
- Compensation paid
- [To be added]
- Source & date
- [To be added]
Any client testimonial or third-party endorsement displayed on this site is accompanied by the disclosures required under SEC Rule 206(4)-1, including whether the person is a client, whether they were compensated, and any material conflicts of interest. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
As an SEC-registered investment adviser, Presilium owes a fiduciary duty to its clients and is obligated to act in their best interest. This statement is not a claim that other advisers are not fiduciaries.