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Duckett Wealth Management
DUCKETT WEALTH MANAGEMENT is an SEC-registered investment adviser in IRVINE, CA. The firm manages approximately $54 million in regulatory assets.
Duckett Wealth Management
DUCKETT WEALTH MANAGEMENT is an SEC-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
Who runs investment decisions at Duckett Wealth Management?
No named principal, CEO, CIO, or managing partner could be identified in public records or press coverage. The firm's leadership structure is not disclosed.
Is Duckett Wealth Management a single-family office or an RIA?
The firm's type cannot be determined from available information. It is commonly classified as an RIA in databases, but no SEC filings or state registrations confirm this status.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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