RIA Intel›Advisers›Missouri›DURHAM WEALTH MANAGEMENT, LLC

DURHAM WEALTH MANAGEMENT, LLC

Advisory

MO

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account

$216K

across 128 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients81

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MO, TX

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

81 clients

5 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

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

STACKHOUSE CAPITAL LLC

$28M

CQL CAPITAL MANAGEMENT

CHESTERFIELD, MO

$27M

BUFORD DICKSON HARPER & SPARROW INC

$27M

HARCOURT CAPITAL MANAGEMENT, LLC

$27M

OAKVIEW WEALTH SOLUTIONS LLC

SAINT CHARLES, MO

$28M

NEXT BLOOM WEALTH LLC

$28M

Get the full picture on DURHAM WEALTH MANAGEMENT, LLC

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

Create a free account →See plans