A complete list of active advisors currently associated with Durata Wealth Management

Warmer can help you find a great advisor at Durata Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Durata Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.