Be advised. This firm is no longer registered.

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.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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