Duckworth Wealth Advisors, Inc.

Duckworth Wealth Advisors, Inc. (CRD# 108114) is a financial advisory firm headquartered in Newport Beach, CA. They manage $132,199,245 in 147 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1500 Quail Street, Suite 200, Newport Beach, CA 92660
http://www.duckworthwa.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $899,315
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Duckworth Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Elizabeth Desousa, financial advisor Newport Beach CA
Elizabeth B. Desousa
CRD#: 4838665
1500 Quail Street, Suite 200, Newport Beach, CA 92660
96
Wealthminder
score

Elizabeth Desousa (CRD# 4838665) is an Investment Advisor Representative working at Duckworth Wealth Advisors, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry. Elizabeth Desousa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kara Duckworth, financial advisor Newport Beach CA
Kara L. Duckworth
CRD#: 3028626
1500 Quail Street, Suite 200, Newport Beach, CA 92660
96
Wealthminder
score

Kara Duckworth (CRD# 3028626) is an Investment Advisor Representative working at Duckworth Wealth Advisors, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry. Kara Duckworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael Duckworth, financial advisor Newport Beach CA
Michael C. Duckworth
CRD#: 3163945
1500 Quail Street, Suite 200, Newport Beach, CA 92660
93
Wealthminder
score

Michael Duckworth (CRD# 3163945) is an Investment Advisor Representative working at Duckworth Wealth Advisors, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry.

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