Duke and Duke Wealth Management LLC

Overview

Duke and Duke Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients on a fee‑for‑assets basis. The firm lists financial planning, portfolio management for individuals and small businesses, and manager selection among its advisory activities. It identifies itself as a capital allocator and uses third‑party managers to access alternative strategies. The firm is not positioned as an ESG investor and operates under a single‑state footprint rather than as a multi‑state adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices