DUKE AND DUKE WEALTH MANAGEMENT LLC

DUKE AND DUKE WEALTH MANAGEMENT LLC of DOYLESTOWN, PA is an SEC-registered investment adviser (CRD 290184). Regulatory assets under management: $75.6M.

Registration

• CRD: 290184
• Type: Registered investment adviser
• Location: 3359 DURHAM ROAD, SUITE 100, DOYLESTOWN, PA, 18902
• Phone: 267-544-0333
• Latest filing: 2026-06-05
• Regulatory AUM: $75.6M
• Non-discretionary AUM: $75.6M
• Clients: 4
• Accounts: 331

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 290184 on SEC IAPD (source of record)
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