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DURANT WEALTH MGMT ADVISORY SERVICES
DURANT WEALTH MGMT ADVISORY SERVICES is an SEC-registered investment adviser in MOORESVILLE, NC. The firm manages approximately $3 million in regulatory...
DURANT WEALTH MGMT ADVISORY SERVICES
DURANT WEALTH MGMT ADVISORY SERVICES is an SEC-registered investment adviser in MOORESVILLE, NC. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Durant Wealth Mgmt Advisory Services?
No named investment professionals or executives are publicly associated with Durant Wealth Mgmt Advisory Services. The firm's ownership and management structure are not disclosed in public records or industry directories. It is not clear who serves as CEO, CIO, or head of investments.
Is Durant Wealth Mgmt Advisory Services structured as a single family office or does it operate more like a multi-family office?
The firm's name and registration as an RIA suggest it operates as a multi-family office or wealth advisory practice. Single-family offices that serve only one family do not typically require RIA registration. However, the firm does not publicly confirm its client base or whether it serves a single principal family.
Does Durant Wealth Mgmt Advisory Services participate in fund commitments or only direct deals?
There is no public information to confirm whether the firm makes fund commitments, direct investments, or uses a mix. Its known focus is wealth management advisory, which typically involves client asset allocation across manager selection, direct public equities, and alternative investments. No specific deals or fund allocations are documented.
What investment stages does Durant Wealth Mgmt Advisory Services typically target?
The firm does not disclose any stage preference, as no direct equity or VC investments have been publicly reported. Its wealth management mandate likely spans public markets, fixed income, and alternatives, but the investment stage or risk profile is not public.
Where does the underlying wealth come from for Durant Wealth Mgmt Advisory Services?
The firm does not publicly disclose the source of wealth it manages. The name 'Durant' may or may not be tied to a specific family. Without public attribution, the origin of the capital managed by the firm remains unknown.
How does Durant Wealth Mgmt Advisory Services source proprietary deal flow?
No proprietary deal flow or sourcing methodology is publicly documented for this firm. It appears to operate primarily as a traditional wealth manager, which would typically rely on external managers, funds, and open-architecture platforms rather than proprietary direct deals.
What sectors does Durant Wealth Mgmt Advisory Services explicitly avoid?
The firm has not published any investment exclusions, negative screens, or impact mandates. Its sector preferences are not public, and no data on avoidances is available in industry databases or public filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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