CRD: 321880
Duckett Wealth Management
$53.6M Total AUM
$53.6M Disc. AUM
-- 3Y CAGR
2 Employees
100 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-19-2022
- Office Locations
- 1
Office Locations
17875 VON Karman Avenue Suite 150 Irvine CA
About Duckett Wealth Management
Duckett Wealth Management is an Irvine, CA RIA providing integrated wealth management, retirement and financial planning, and estate planning for individuals preparing for retirement and growing long-term wealth. The firm also offers lending access via Schwab’s Pledged Asset Line backed by taxable portfolios. Public filings show SMA portfolios primarily using ETFs and U.S. government/agency bonds.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$535.7K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
BRYAN ALAN DUCKETT
Chief Compliance Officer, Managing Member
- CRD
- #3243688
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Julianna Noelle Yebosko Duckett
--
- CRD
- #8069452
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,570,053 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,570,053 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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