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Duckett Wealth Management
DUCKETT WEALTH MANAGEMENT is a state-registered investment adviser in IRVINE, CA. The firm manages approximately $54 million in regulatory assets.
Overview
DUCKETT WEALTH MANAGEMENT is a state-registered investment adviser in IRVINE, CA. The firm manages approximately $54 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Does Duckett Wealth Management manage capital for a specific family or multiple clients?
Wealth origin or client base is not publicly stated. Without disclosure, it is unclear whether the firm serves a single family or operates as a multi-client advisory.
What investment strategy does Duckett Wealth Management pursue?
No asset-class mix, stage focus, or geographic scope has been published. There are no confirmed portfolio holdings or direct investments tied to the firm.
Does Duckett Wealth Management co-invest alongside other firms or GPs?
No co-investments, fund commitments, or SPV participations have been reported in public sources. The firm's deal flow and partnership posture are unknown.
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