Duvall Wealth Management LLC

Overview

Duvall Wealth Management LLC is an independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm operates on a fee model that includes a percentage of assets under management, hourly fees and fixed engagement fees, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on pooled public funds as the primary vehicle for market exposure. Given the firm’s small scale, the approach favors third-party mutual funds and other collective vehicles to construct diversified equity and fixed income allocations, supplemented by annuities and real estate-focused holdings where appropriate. From an allocation perspective, the firm does not position itself as an active ESG investor and is not structured as a capital allocator; manager selection is likely pragmatic and cost-sensitive, prioritizing accessible fund solutions for modest account sizes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices