DUCHARME WEALTH ADVISORS, LLC

Overview

Ducharme Wealth Advisors, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm offers comprehensive financial planning and discretionary portfolio management for individuals and small businesses, along with pension consulting and selection-of-advisers services. Its fee model is flexible, combining a percentage-of-assets arrangement with hourly and fixed-fee engagements. Investment activity shows a clear preference for publicly traded equities and exchange-traded vehicles. The firm is not an active ESG investor and is organized as a single-state adviser. It acts as a capital allocator, placing client capital into third-party alternative managers when appropriate, and maintains an insurance affiliation that supports access to annuities and other insurance-based solutions.

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Public Holdings

Investments & Alternatives

Location & Offices