Duke And Duke Wealth Management LLC registers with the SEC (Doylestown, PA)

New SEC-registered adviser · CRD 290184 · 801-137423 · effective 2026-10-02

Effective 2026-10-02. 3 employees (3 advisory), $102M regulatory AUM across 524 accounts. Notice-filed in NJ, PA. Limited Liability Company (PA).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.