Blue Duck Wealth
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About
Blue Duck Wealth is a fee-only registered investment adviser established in March 2026 that works with individuals (including high-net-worth professionals), families, and business owners. The firm offers discretionary investment management along with comprehensive financial planning and also provides limited-scope, one-time planning engagements.
The firm’s investment process is grounded in modern portfolio theory and combines passive and active approaches across ETFs, mutual funds, bonds, stocks and municipal securities to build client-specific asset-allocation targets and investment policies. Blue Duck Wealth regularly recommends and onboards third‑party Outside Managers and may implement strategies available through its custodian’s Model Marketplace, including buffered exposures, direct indexing, ESG, SMA, and tax-aware models.
Compared with many newly registered advisers, the firm places notable emphasis on selecting and coordinating other advisers and outsourced managers rather than relying solely on in‑house solutions, and it makes use of institutional custody platform services and related educational conferences. The brochure also discloses that the firm’s sole principal operates a charitable foundation and endowment and describes data‑segregation and conflict‑mitigation steps intended to keep the foundation’s decisions separate from client portfolio construction.
Client services
Expertise
Demographic focus
Fee options
Fixed fee for Limited Scope Financial Planning, ranging from $1,000 to $6,000 based on complexity and client needs
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.75% annually
Fee-only: Limited Scope Financial Planning fixed fee between $1,000 and $6,000, negotiable based on complexity
Main office
Littleton CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Blue Duck Wealth · Blue Duck Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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