DURHAM WEALTH MANAGEMENT, LLC

DURHAM WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 284264). Regulatory assets under management: $27.6M.

Registration

• CRD: 284264
• Type: Registered investment adviser
• Phone: 636-294-7750
• Latest filing: 2026-04-28
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284264 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search