# Durham Wealth Management, LLC

Durham Wealth Management, LLC is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 284264
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284264

## About

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.

## 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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Last updated: 2026-08-14T12:30:00.000Z

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