DUCHARME WEALTH ADVISORS, LLC

DUCHARME WEALTH ADVISORS, LLC of JENKINTOWN, PA is an SEC-registered investment adviser (CRD 324659). Regulatory assets under management: $15.2M.

Registration

• CRD: 324659
• Type: Registered investment adviser
• Location: 610 OLD YORK ROAD, SUITE 400, JENKINTOWN, PA, 19046
• Phone: 717-609-6311
• Latest filing: 2026-03-31
• Regulatory AUM: $15.2M
• Discretionary AUM: $15.0M
• Non-discretionary AUM: $132K
• Clients: 2
• Accounts: 126

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search