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DUKE AND DUKE WEALTH MANAGEMENT LLC

Advisory

DOYLESTOWN, PA

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in PA
#935
of 1,528 advisers by AUM
Average account
$228K
across 331 accounts
AUM per adviser
$25M
3 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM
$76M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$76M
Discretionary AUM$0
Non-Discretionary AUM$76M
Discretionary %0%
Total Clients331
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

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

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