DUCKWORTH WEALTH ADVISORS, INC.

NEWPORT BEACH, California·3 registered advisors·CRD# 108114
SEC# 801-57574949-629-4040
01

Firm Overview

AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DUCKWORTH WEALTH ADVISORS, INC.

3 registered advisors
Glenn Robert Mehner
COSTA MESA, California
Kara Leigh Duckworth
NEWPORT BEACH, California
Michael Craig Duckworth
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
2 advisors
COSTA MESA, California
1 advisor

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Data sourced from SEC Form ADV filings. DUCKWORTH WEALTH ADVISORS, INC. (CRD# 108114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.