DUCKETT WEALTH MANAGEMENT

DUCKETT WEALTH MANAGEMENT of IRVINE, CA is an SEC-registered investment adviser (CRD 321880). Regulatory assets under management: $53.6M.

Registration

• CRD: 321880
• Type: Registered investment adviser
• Location: 17875 VON KARMAN AVENUE SUITE 150, IRVINE, CA, 92614
• Phone: (949) 892-1456
• Latest filing: 2026-03-23
• Regulatory AUM: $53.6M
• Discretionary AUM: $53.6M
• Clients: 2
• Accounts: 112

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321880 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search