Ducharme Wealth Advisors, LLC

Ducharme Wealth Advisors, LLC (CRD# 324659) is a financial advisory firm headquartered in Jenkintown, PA. They manage $9,849,073 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
610 Old York Road, Suite 400, Jenkintown, PA 19046
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $117,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Ducharme Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Ducharme, financial advisor Jenkintown PA
David R. Ducharme
CRD#: 6833407
610 Old York Road, Suite 400, Jenkintown, PA 19046

David Ducharme (CRD# 6833407) is an Investment Advisor Representative working at Ducharme Wealth Advisors, LLC in Jenkintown, PA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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