DUKE AND DUKE WEALTH MANAGEMENT LLC

Overview

Duke And Duke Wealth Management LLC is a privately owned limited liability company that advises individual and family clients on a fee basis tied to assets under management. The firm’s advisory footprint centers on portfolio management for individuals and small businesses, together with selecting third‑party managers when clients need outsourced or specialist strategies. The firm identifies itself as a capital allocator rather than a discretionary, single‑product shop and reports it does not pursue ESG investing. An industry affiliation with an insurance company appears in the regulatory profile, which can indicate access to insurance‑related solutions or distribution relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives