Duke And Duke Wealth Management LLC

Overview

Duke And Duke Wealth Management LLC is a privately owned LLC that serves individual and family clients on a percentage-of-AUM fee basis. The firm provides portfolio management for individuals and small businesses and also performs selection-of-other-advisers, indicating it acts as a capital allocator that places client assets with external managers when appropriate. Its regulatory filings flag the advisor as not actively pursuing ESG integration, not registered as a multi-state adviser, and not newly formed. The firm also lists an affiliation with an insurance company, which may inform product use and distribution, particularly around insurance wrappers and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices