Investment adviser · CRD 108114

DUCKWORTH WEALTH ADVISORS, INC.

Investment adviser filing (IA)

NEWPORT BEACH, CA, United States · Form ADV filed Feb 20, 2017

Regulatory AUM
$162M
Form ADV · Item 5.F
Client accounts
110
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 20, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

1500 QUAIL STREET, SUITE 200
NEWPORT BEACH, CA, 92660, United States

CRD 108114

Filing source

Form ADV 1066221 · Feb 20, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.