Duckett Wealth Management

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Client assets under management

$53,570,053

Clients

100

17% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$535,701

About

Duckett Wealth Management provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), businesses, retirement plans, foundations, trusts and other institutions. The firm also offers estate‑planning support by gathering client information and coordinating with outside estate professionals, and provides standalone financial planning engagements.

Investment guidance is delivered through model portfolios aligned with clients’ objectives and risk tolerance, using fundamental analysis, diversified exposure across market caps, sectors and fixed‑income types, and tax‑aware implementation. In certain circumstances the firm may write covered calls on concentrated equity positions and conducts account reviews multiple times per year while managing client assets on a discretionary basis.

The firm operates with a small advisory team (two advisors) managing roughly $53.6 million across about 100 clients and does not impose a minimum account size. The firm’s principal is licensed to sell insurance and may receive third‑party compensation for product sales, a management person has three pending judgments or liens totaling approximately $132,769, and the firm typically directs custody to a recommended custodian that provides software and operational support.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management

Fee options

Fixed

$1,500 for a one-time financial plan

Percentage

$1 - $100,000: 2.50% $100,001 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001+: Negotiable

Main office location

Duckett Wealth Management

17875 Von Karman Avenue Suite 150

Irvine CA 92614, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (949) 892-1456

Advisors at this firm

Julianna D

Series 65

Irvine, CA

Duckett Wealth Management

Julianna Duckett is the founder and sole advisor of Duckett Wealth Management in Irvine, CA. She holds a Series 65 designation and has professional experience beginning in 2024. Prior to founding her firm, she worked briefly at Tillys and has a background in education spanning over a decade. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm employs a long-term, diversified investment approach using model portfolios and offers financial planning and estate-planning coordination.

Concentrated stock management

Bryan D

Series 66

Irvine, CA

Duckett Wealth Management

Bryan Duckett is the principal of Duckett Wealth Management in Irvine, CA, with 26 years of experience in the financial industry. He holds the Series 66 designation and previously worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. Duckett Wealth Management is a single-advisor registered investment adviser serving individuals, families, corporate retirement plans, foundations, trusts, estates, and small businesses. The firm uses a long-term, diversified investment approach with model portfolios constructed through fundamental analysis, offering both discretionary and non-discretionary management as well as financial and estate planning services.

Concentrated stock management

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