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DUCHARME WEALTH ADVISORS, LLC
CRD 324659
610 OLD YORK ROAD, SUITE 400, JENKINTOWN, PA, 19046, United States
Phone
717-609-6311
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.2M
Discretionary AUM
$15.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $7.9M |
| High net worth individuals | 8 | $7.2M |
All web addresses on file
Official SEC filing: View on IAPD