Julianna N. Duckett

DUCKETT WEALTH MANAGEMENT

IRVINE, CA 92614

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CRD#: 8069452

Professional summary

Julianna Noelle Yebosko Duckett is a registered financial advisor currently at DUCKETT WEALTH MANAGEMENT located in Irvine, California.

Julianna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julianna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julianna Noelle Yebosko Duckett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 16, 2025 - Present

DUCKETT WEALTH MANAGEMENT

Office #1: 17875 Von Karman Avenue Suite 150, Irvine, CA 92614

RIA

CRD#: 321880

IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/16/2025)

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Exams

State Security Law Exam

IAR

Series 65

Date: 7/15/2025

Uniform Investment Adviser Law Examination

Current Firm

DUCKETT WEALTH MANAGEMENT

DUCKETT WEALTH MANAGEMENT | DUCKETT WEALTH MANAGEMENT LLC

CRD#: 321880 / SEC#:

California

Registered Investment Advisory firm - (12/19/2022 Approved)

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Contact information

Main Address

17875 Von Karman Avenue Suite 150, Irvine, CA 92614

Mailing Address

Phone number

(949) 892-1456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	109
AUM (Assets Under Management)	$ 48,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Julianna N. Duckett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julianna Noelle Yebosko Duckett's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUCKETT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/2025

Current Firm

DUCKETT WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DUCKETT WEALTH MANAGEMENT

TRUST BUT VERIFY

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