Durbin Bennett Private Wealth Management, Llc
- Regulatory AUM
- $2.8B
- Discretionary
- $2.3B
- Clients
- 395
- Avg AUM / client
- $7.2M
- Accounts
- 2,905
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 70 | $21.7M | 0.76% |
| High net worth individuals | 311 | $2.6B | 91.5% |
| Pooled investment vehicles (non-investment companies) | 3 | $132M | 4.64% |
| Charitable organizations | 5 | $24.4M | 0.86% |
| Corporations and other businesses | 6 | $63.9M | 2.25% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Paul Jachimiak | Managing Member/Partner/Cio | CFA | Aug 2004 (22y) | 10% – 25% |
| Paul Darter Lueb | Member/Partner | CFP | Jan 2008 (19y) | 10% – 25% |
| Tylor Bordelon Seaman | Member/Partner/Ceo/Chief Compliance Officer | CFP CFA | May 2015 (11y) | 10% – 25% |
| Angela Meagan Smith | Member/Partner | CFP | Jun 2017 (9y) | 5% – 10% |
| Ashley Kilgust | Managing Member/Partner | CFP | Jun 2017 (9y) | 10% – 25% |
| Kathryn Turnham Brown | Member/Partner | Mar 2019 (7y) | 5% – 10% | |
| Kevin R Tiernan | Member/Partner | Sep 2022 (4y) | 5% – 10% | |
| Richard Baldwin Bennett | Registered representative | Personal Financial Specialist | Oct 2001 (25y) | |
| Elizabeth Jane Richards | Registered representative | CFP | Sep 2016 (10y) | |
| Taylor Frances Bennett | Registered representative | Oct 2019 (7y) | ||
| Dianne F Wade | Registered representative | Jul 2020 (6y) | ||
| Alexandra Bigelow Russell | Registered representative | Apr 2021 (5y) | ||
| Daniel Eric Kaufman | Registered representative | CFP CFA | Jun 2022 (4y) | |
| Bianca Aryal | Registered representative | CFP | Apr 2023 (3y) | |
| Jordan R Quinonez | Registered representative | CFP | Jun 2023 (3y) | |
| Alfred Francis Frey | Registered representative | CFP Personal Financial Specialist | Mar 2024 (2y) | |
| Jay Milind Gokhale | Registered representative | CFP | Apr 2024 (2y) | |
| Isaac Thompson | Registered representative | CFA | May 2024 (2y) | |
| Mia Lee Garland | Registered representative | Apr 2025 (1y) | ||
| Loren Iliana Arzayus | Registered representative | Oct 2025 (1y) | ||
| Joseph Guss Zaghrini | Registered representative | Feb 2026 (0y) | ||
| Sergio Rene Teague | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • % OF ASSETS UNDER OTHER MANAGEMENT
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (63% of AUM) Feb 2026
- National Financial Services (Fidelity) $242M (15% of AUM) Jul 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗