Duckett Wealth Management

Overview

Duckett Wealth Management is an independent registered investment adviser organized as a limited liability company that focuses on serving individuals and families. The firm operates under an owner-type designation of individual and provides financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines percentage-of-AUM charges with fixed-fee engagements. Duckett Wealth Management shows a clear preference for equity exposure and runs portfolios that lean heavily on exchange-traded instruments, while supplementing client portfolios with mutual funds and annuity options where appropriate. The adviser does not position itself as a capital allocator running pooled funds; instead it sources third-party managers for specific alternative or commodity exposures. It is not active in ESG investing and is not registered as a multi-state adviser. Advisory activity centers on comprehensive planning and discretionary portfolio management for a relatively compact client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices