# Duvall Wealth Management

Duvall Wealth Management is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 339034
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339034

## About

DUVALL WEALTH MANAGEMENT LLC is a state-registered investment adviser with $1 million in regulatory assets under management. The firm has one employee and one investment adviser. It operates from a single office.

## Questions

### What is Duvall Wealth Management's registration status?

Duvall Wealth Management LLC is registered as an RIA with the SEC, making it subject to fiduciary standards and regular filing requirements. This registration provides a baseline of public transparency, but no specific filings or forms have been reviewed publicly beyond the registration itself.

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

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