Duckett Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$1,500 for a one-time financial plan
$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
17875 Von Karman Avenue Suite 150
Irvine CA 92614
Advisors at this office
2
Most active in
California
Also doing business as
Duckett Wealth Management · Duckett Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
Bryan D
Series 66
Irvine, CA
Duckett Wealth Management
Bryan Duckett is a financial advisor at Duckett Wealth Management in Irvine, CA, with 27 years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC. He has been with Duckett Wealth Management since 2022. Duckett Wealth Management provides discretionary investment management and financial planning services to individuals, businesses, retirement plans, foundations, trusts, and other institutions. The firm uses model portfolios based on fundamental analysis and diversified exposures, offers estate-planning support, and manages client assets on a discretionary basis without imposing a minimum account size.
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