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Durham Wealth Management, LLC
DURHAM WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
DURHAM WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $28 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Durham Wealth Management a fiduciary?
As a state-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.
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).
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