Duckworth Wealth Advisors Overview

  • Founded
  • 1998
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Duckworth Wealth Advisors General Information

Description

Provider of wealth management and personal office services created to offer comprehensive investment management that is individualized to fit present and future needs of its customers. The company's spectrum of services include financial life planning, tax planning and tax return preparation, wealth protection, charitable and legacy planning, business and succession planning along with social security and Medicare planning services, enabling high net worth individuals and families with complex financial situations to get specialized investment advisory and planning services to achieve their financial and personal goals.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Acquirer
Primary Office
  • 1500 Quail Street
  • Suite 200
  • Newport Beach, CA 92660
  • United States
+1 (949) 000-0000
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Duckworth Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Duckworth Wealth Advisors Executive Team (3)

Name Title Board Seat Contact Info
Michael Duckworth Chief Investment Officer, President and Founder
Elizabeth deSousa Principal & Chief Technology Officer
Kara Duckworth Chief Compliance Officer
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