CRD: 324659
Ducharme Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer insight
- Established Date
- 04-10-2023
- Office Locations
- 2
Office Locations
About Ducharme Wealth Advisors, LLC
DuCharme Wealth Advisors, LLC is a Registered Investment Adviser providing fiduciary financial planning and portfolio management for individuals and families, investors, and business, nonprofit, and community leaders. The firm builds customized, evidence-based portfolios with tax-sensitive management, daily monitoring, and disciplined rebalancing, with consolidated reporting via a client portal (RightCapital). It also supports retirement plan oversight and IPS/portfolio governance and offers free financial literacy workshops.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
David Richard DuCharme
Chief Compliance Officer, Managing Member
- CRD
- #6833407
- Ownership
- 75% or more
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JUSTIN CONNOLLY
--
- CRD
- #6784728
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,039,991 | -- |
| Non-Discretionary | $132,259 | -- |
| Total | $15,172,250 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,172,250
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,594,558,187 | 26.9% |
| Public Funds | $735,037,975 | 12.4% |
| Corporate - Investment Grade | $652,049,816 | 11.0% |
| Cash | $1,434,509,596 | 24.2% |
| U.S. Government/Agency | $1,511,570,030 | 25.5% |
| Total | $5,927,725,604 | 100.0% |