What departments does Duke Wealth Management have?

Duke Wealth Management has employees across 1 departments including Business Development.

What is the largest department at Duke Wealth Management?

The largest department at Duke Wealth Management is Business Development with 1 employees.

Where are Duke Wealth Management employees located globally?

Duke Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Duke Wealth Management's team size changed over time?

Duke Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

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Duke Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Duke Wealth Management is a small financial services firm based in Dallas, Texas. It serves individual clients by delivering planning and advisory services aimed at helping them achieve their financial objectives. The team emphasizes a high‑touch, relationship‑driven approach supported by in‑house experts across disciplines and by partnerships that broaden its capabilities.

Its offerings include wealth planning, retirement planning, insurance planning, and educational savings planning. Through its partnership with Commonwealth Financial Network, the firm can access a broad set of services and products to meet diverse client needs in today’s global economy. In this way, Duke Wealth Management positions itself within the financial services landscape by leveraging its networked resources to support clients facing various financial goals.

Duke Wealth Management Global Highlights

North America
12

United States Of America
12

Duke Wealth Management's Leadership

J. P.
Director Of Business Development
Mobile Phone
Email
I. B.
Client Relationship Manager And Intern
Mobile Phone
Email
M. V.
Client Relationship Manager
Mobile Phone
Email

Duke Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Duke Wealth Management

Name

Title

Contact Info

Location

Last Update

J. P.
Director Of Business Development
Mobile Phone
Email
Oct 18, 2024
I. B.
Client Relationship Manager And Intern
Mobile Phone
Email
Oct 22, 2024
M. V.
Client Relationship Manager
Mobile Phone
Email
UNITED STATES
Feb 19, 2024

Frequently Asked Questions

What is Duke Wealth Management known for?

Duke Wealth Management was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 3838 Oaklawn Avenue Suite 1000 Dallas, Texas 75219 United States; you can contact the main corporate office by phone at

+1-214-722-****

. Explore Duke Wealth Management's company overview page for more information.

What is Duke Wealth Management's most common email format?

Duke Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Duke Wealth Management email formats with LeadIQ.

How many employees does Duke Wealth Management have currently?

Duke Wealth Management has approximately 3 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Duke Wealth Management's key employees and leadership?

As of May 2026, Duke Wealth Management's key employees include:

Director Of Business Development: J. P.
Client Relationship Manager And Intern: I. B.
Client Relationship Manager: M. V.

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Duke Wealth Management Employee Directory

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