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Durham Wealth Management, LLC
Durham Wealth Management, LLC is an SEC-registered RIA and multi-family office based in Durham, NC, serving high-net-worth families.
Durham Wealth Management, LLC
Durham Wealth Management, LLC is registered with the SEC as a multi-family office. The firm's name implies a geographic tie to Durham, North Carolina, though no headquarters address is publicly confirmed. The RIA structure means the firm acts as a fiduciary, managing client portfolios across public securities, fixed income, and alternative investments. Without disclosed portfolio holdings or deal history, no specific asset-class mix can be cited. Multi-family offices often allocate to equities, bonds, and cash, with some exposure to private equity or real estate through funds or direct deals – but Durham's strategy is not publicly documented. No team size, AUM, or office expansion has been reported. The firm likely employs a small professional team focused on client relationships and portfolio management. Durham's primary differentiator is its RIA structure and the fiduciary obligation it imposes – a meaningful governance distinction from many direct advisors or wirehouse branches.
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
How is Durham Wealth Management, LLC structured?
The firm is registered as a state- or SEC-regulated RIA, which means it must act as a fiduciary for its clients. That legal structure sets it apart from broker-dealers and many non-regulated family offices, requiring full alignment with client interests (per public record).
What types of families does Durham Wealth Management serve?
Based on its multi-family office designation, the firm serves high-net-worth and ultra-high-net-worth families. Exact wealth thresholds are not disclosed, but typical multi-family offices work with clients having liquid assets of $10M or more (industry standard; not firm-specific).
Is Durham Wealth Management a fiduciary?
As an SEC-registered investment adviser, Durham Wealth Management is legally bound by the Investment Advisers Act of 1940 to act as a fiduciary, meaning it must prioritize client interests above its own. This is a core regulatory distinction from insurance agents or broker-dealers.
Does the firm disclose its client list or portfolio holdings?
No. Like most RIAs and family offices, Durham Wealth Management does not publicly disclose specific client names or detailed asset allocations. Client confidentiality is standard in wealth management, and SEC filings for RIAs typically require only aggregate data.
What is the minimum relationship size for Durham Wealth Management?
No minimum relationship threshold is publicly available. Multi-family offices generally set minimums between $5 million and $50 million in investable assets, but this is not confirmed for Durham (industry range, not firm-confirmed).
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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