# DUNCAN WEALTH MANAGEMENT, LLC

DUNCAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 335025
- Type: SEC-registered investment adviser
- Phone: 601-937-3585
- Latest filing: 2025-07-27
- Clients: 1

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335025/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335025/similar
- Related entities: https://search.stillhousedata.com/firm/335025/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335025

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.