# Durata Wealth Management

> Durata Wealth Management is a state-registered investment advisory firm in Jackson, WY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 343669
- Filed as: DURATA WEALTH MANAGEMENT
- Legal name: Durata LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Jackson, WY
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/343669
- AdvisorCensus page: https://advisorcensus.com/firm/durata-wealth-management-jackson-wy-343669

## Quick answers

**How is Durata Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Durata Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Durata Wealth Management located?**
Durata Wealth Management's principal office is in Jackson, WY, according to its Form ADV.

**Is Durata Wealth Management registered with the SEC or a state?**
Durata Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343669.

**How much does Durata Wealth Management manage?**
Durata Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated August 3, 2026.

**Does Durata Wealth Management 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/343669

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- duratawealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Durata Wealth Management (CRD 343669): Form ADV filing data as of October 2026.