# Duncan Wealth Management

Duncan Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 335025
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335025

## About

DUNCAN WEALTH MANAGEMENT, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Duncan Wealth Management?

No named investment professionals are publicly associated with Duncan Wealth Management. The firm's leadership and investment committee are not identified in available records.

### Which sectors does Duncan Wealth Management explicitly avoid?

Sector preferences or restrictions for Duncan Wealth Management are not publicly disclosed. The firm has not published any negative screening criteria.

### How is Duncan Wealth Management related to other financial entities?

No publicly documented affiliations or relationships with other firms, funds, or families exist for Duncan Wealth Management.

## Related profiles

- [Wonderland Financial Planning](https://altss.com/profile/wonderland-financial-planning)

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Last updated: 2026-07-06T01:24:15.585Z

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