# Ducharme Wealth Advisors, LLC

> Ducharme Wealth Advisors, LLC is a state-registered investment advisory firm in Jenkintown, PA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 324659
- Filed as: DUCHARME WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jenkintown, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324659
- AdvisorCensus page: https://advisorcensus.com/firm/ducharme-wealth-advisors-llc-jenkintown-pa-324659

## Quick answers

**How is Ducharme Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ducharme Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ducharme Wealth Advisors, LLC located?**
Ducharme Wealth Advisors, LLC's principal office is in Jenkintown, PA, according to its Form ADV.

**Is Ducharme Wealth Advisors, LLC registered with the SEC or a state?**
Ducharme Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324659.

**How much does Ducharme Wealth Advisors, LLC manage?**
Ducharme Wealth Advisors, LLC reports $15,172,250 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**What types of clients does Ducharme Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38); high net worth individuals (8).

**Does Ducharme Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324659

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,172,250
- Discretionary: $15,039,991
- Non-discretionary: $132,259

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $7,859,664 |
| High net worth individuals | 8 | $7,180,327 |
| Charitable organizations | Fewer than 5 | $5,836 |
| Corporations or other businesses not listed above | Fewer than 5 | $126,423 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ducharmewealthadvisors.com
- Facebook @DuCharmeWealthAdvisors
- LinkedIn @ducharme-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ducharme Wealth Advisors, LLC (CRD 324659): Form ADV filing data as of October 2026.