CRD: 321880
Duckett Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-19-2022
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $535.7K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
BRYAN ALAN DUCKETT
Chief Compliance Officer, Managing Member
- CRD
- #3243688
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Julianna Noelle Yebosko Duckett
--
- CRD
- #8069452
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Duckett Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.