Duncan Wealth Management, LLC

Overview

Duncan Wealth Management, LLC operates as an independent, individually owned RIA structured as an LLC. The firm focuses on advice and portfolio services for individuals and families and also supports small-business clients through portfolio management and pension consulting. Its business profile lists accounting as a principal activity, and the adviser charges either a percentage of assets under management or fixed fees for its services. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives