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DUKE AND DUKE WEALTH MANAGEMENT LLC
CRD 290184
3359 DURHAM ROAD, SUITE 100, DOYLESTOWN, PA, 18902, United States
Phone
267-544-0333
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $75.6M |
All web addresses on file
Official SEC filing: View on IAPD