Durata Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Durata Wealth Management is a newly registered Wyoming investment adviser that provides discretionary wealth management and comprehensive financial planning to individual and high-net-worth clients. Its services include portfolio management for individual and retirement accounts, investment implementation using low-cost mutual funds and ETFs, and, where appropriate, individual securities, options and alternative investments.
The firm follows a goals-based, evidence-informed, long-term approach that emphasizes global diversification, cost efficiency, and tax-aware implementation; it may incorporate factor tilts and ESG considerations and use options for hedging when warranted. Durata also recommends and oversees unaffiliated independent managers or platforms, conducting initial and ongoing due diligence and integrating those managers into client portfolios as needed.
Distinguishing features include the combination of written financial planning and individualized portfolio management with a formal practice of selecting and supervising other advisers—services the firm’s filing indicates are relatively uncommon among its peers—and a stated policy of not managing proprietary or private funds. The firm participates in an institutional custody platform that provides technology and operational support and generally targets relationships around a $1,000,000 relationship size, which may be reduced or waived.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $25,000,000: 0.50% $25,000,000+: 0.40%
Account minimum: $1,000,000 Fee-only: Advisor is a fee-based advisory firm compensated solely by Clients; no commissions earned
Main office
Alta WY
Advisors at this office
1
Most active in
Wyoming
Also doing business as
Durata LLC · Durata Wealth Management
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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