About Presilium Private Wealth, LLC
<p>Founded in 2022, Presilium Private Wealth, LLC is an independent, SEC-registered investment adviser headquartered in Radnor in suburban Philadelphia’s Main Line area.</p> <p>The firm works with individuals and families on financial planning and wealth management, with a team that includes CERTIFIED FINANCIAL PLANNER™ professionals. Common planning areas include retirement planning, investment management, and estate planning, with written plans designed to turn complex topics into clear next steps.</p> <p>For employers, Presilium also offers 3(21) fiduciary services as part of its work with <a href="/retirement-plans">retirement plan providers</a> and <a href="/plan-advisors">plan advisors</a>. A key differentiator is its emphasis on straightforward plans and plain-language guidance that clients can use in day-to-day decisions.</p> <p>As of 2026, Presilium Private Wealth reports $0.6B in assets under management (AUM).</p> <ul> <li>Independent, SEC-registered investment adviser</li> <li>Headquartered in Radnor, Pennsylvania (Philadelphia metro)</li> <li>Financial planning for individuals and families</li> <li>3(21) fiduciary services for retirement plans</li> <li>AUM: $0.6B (2026)</li> </ul>
Website: https://www.presiliumpw.com/
Founded: 2022
Office Locations
- Radnor, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $554.2M