RIA Intel›Advisers›Pennsylvania›DUCHARME WEALTH ADVISORS, LLC

DUCHARME WEALTH ADVISORS, LLC

Advisory

JENKINTOWN, PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,292

of 1,528 advisers by AUM

Average account

$120K

across 126 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$132K

Discretionary %99.1%

Total Clients46

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

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$15M

IRON LINK CAPITAL LLC

$15M

ELLE INVESTMENT GROUP LLC

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$15M

MAURO CAPITAL MANAGEMENT, INC.

$16M

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