D
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
0 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-25-2025
- Office Locations
- 1
Office Locations
-- Fontana CA
About Duvall Wealth Management LLC
Duvall Wealth Management LLC is a Fontana-based RIA. The firm has been operating for 0 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Betterment.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$46.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
M
Mathew James Duvall
Chief Compliance Officer, Managing Member
- CRD
- #7351955
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,253,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,253,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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