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DUCKETT WEALTH MANAGEMENT
DUCKETT WEALTH MANAGEMENT LLC
CRD 321880
17875 VON KARMAN AVENUE SUITE 150, IRVINE, CA, 92614, United States
Phone
(949) 892-1456
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$53.6M
Discretionary AUM
$53.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $7.0M |
| High net worth individuals | 17 | $46.6M |
All web addresses on file
Official SEC filing: View on IAPD