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- Custodian
- LPL Financial ยท RBC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2016
- Office Locations
- 1
Office Locations
About Durham Wealth Management, LLC
WealthQB provides wealth management and retirement plan consulting for individuals, families, business owners, and employer-sponsored plans. The firm pairs investment management with retirement and tax planning, and advises businesses on 401(k)/pension plan design, employee benefits strategy, fiduciary guidance, and compliance. Leadership includes credentialed planners with deep retirement plan expertise (CFP/CPFA/CIMA/AIFA/QKA).
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
MATTHEW WAYNE DURHAM
Chief Compliance Officer, Managing Member
- CRD
- #4247606
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,635,161 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,635,161 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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