RIA Intel›Advisers›Mississippi›DUNCAN WEALTH MANAGEMENT, LLC

DUNCAN WEALTH MANAGEMENT, LLC

Advisory

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account

$701K

across 1 accounts

AUM per adviser

$701K

1 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$701K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$701K

Discretionary AUM$0

Non-Discretionary AUM$701K

Discretionary %0%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMS

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MS

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

COLLABORATIVE ADVICE LLC

$656K

CALDRIC LLC

$793K

19:21 INVESTING, LLC

$810K

BRICK STREET FINANCIAL, LLC

CLINTON, MS

$359K

Get the full picture on DUNCAN WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DUNCAN WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans