Duckworth Wealth Advisors Overview

  • Founded
  • 1998
  • Status
  • Acquired/​Merged
  • Employees
  • 400
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Duckworth Wealth Advisors General Information


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
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Other Financial Services
Primary Office
  • 1500 Quail Street
  • Suite 200
  • Newport Beach, CA 92660
  • United States
+1 (949) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Duckworth Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Duckworth Wealth Advisors‘s full profile, request access.

Request a free trial

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
To view Duckworth Wealth Advisors’s complete executive team members history, request access »

Duckworth Wealth Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial