Julianna Duckett
Duckett Wealth Management · Irvine, California
Julianna Duckett is a fee-only financial advisor at Duckett Wealth Management in Irvine, California. Duckett Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Duckett Wealth Management |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $53.6M across 112 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8069452 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.duckettwealthmanagement.com |
| Profile |
How Julianna's firm compares
- Duckett Wealth Management's average account is about $478,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Julianna
Is Julianna Duckett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julianna holds no broker registration, and Duckett Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julianna charge for financial advice?
Julianna's firm, Duckett Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Julianna Duckett based?
Julianna Duckett is based in Irvine, California.
Is Julianna Duckett registered with the SEC?
Yes. Julianna Duckett is registered as an investment adviser representative in CA (CRD 8069452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Duckett Wealth Management manage?
Duckett Wealth Management reports $53.6M across 112 accounts in assets under management.
How do I contact Julianna Duckett?
Through Julianna's website, www.duckettwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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