DUCKWORTH WEALTH ADVISORS, INC.
CRD #108114 SEC #801-57574 NEWPORT BEACH, CA 949-629-4040
SEC Registered
Total AUM
$162.4M
Discretionary
$162.4M
Employees
4
Clients
26
Accounts
110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2017 | $162.4M | $162.4M | $0 | 4 | 26 |
| Mar 2016 | $132.2M | $132.2M | $0 | 4 | 26 |
| Jan 2015 | $127.3M | $127.3M | $0 | 4 | 26 |
| Sep 2014 | $120M | $120M | $0 | 4 | 26 |
| Mar 2014 | $120M | $120M | $0 | 4 | 26 |
| Nov 2013 | $118.3M | $113.2M | $5.1M | 4 | 26 |
| Feb 2013 | $118.3M | $113.2M | $5.1M | 5 | 26 |
| Feb 2012 | $104.5M | $85.9M | $18.6M | 6 | 26 |
| Nov 2011 | $101.5M | $85.3M | $16.1M | 10 | -- |
| Mar 2008 | $89.8M | $74.8M | $15M | 10 | -- |
| Feb 2007 | $143.9M | $53.7M | $90.3M | 10 | -- |
| Sep 2005 | $68.6M | $54.2M | $14.4M | 5 | -- |
| Aug 2004 | $62.1M | $46.8M | $15.3M | 5 | -- |
| Jun 2004 | $32.4M | $32.1M | $328.8K | 5 | -- |
| Mar 2002 | $31.7M | $31.4M | $227.3K | 5 | -- |
DateFeb 2017
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$132.2M
Discretionary$132.2M
Non-Disc.$0
Employees4
Clients26
DateJan 2015
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees4
Clients26
DateSep 2014
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees4
Clients26
DateNov 2013
Total AUM$118.3M
Discretionary$113.2M
Non-Disc.$5.1M
Employees4
Clients26
DateFeb 2013
Total AUM$118.3M
Discretionary$113.2M
Non-Disc.$5.1M
Employees5
Clients26
DateFeb 2012
Total AUM$104.5M
Discretionary$85.9M
Non-Disc.$18.6M
Employees6
Clients26
DateNov 2011
Total AUM$101.5M
Discretionary$85.3M
Non-Disc.$16.1M
Employees10
Clients--
DateMar 2008
Total AUM$89.8M
Discretionary$74.8M
Non-Disc.$15M
Employees10
Clients--
DateFeb 2007
Total AUM$143.9M
Discretionary$53.7M
Non-Disc.$90.3M
Employees10
Clients--
DateSep 2005
Total AUM$68.6M
Discretionary$54.2M
Non-Disc.$14.4M
Employees5
Clients--
DateAug 2004
Total AUM$62.1M
Discretionary$46.8M
Non-Disc.$15.3M
Employees5
Clients--
DateJun 2004
Total AUM$32.4M
Discretionary$32.1M
Non-Disc.$328.8K
Employees5
Clients--
DateMar 2002
Total AUM$31.7M
Discretionary$31.4M
Non-Disc.$227.3K
Employees5
Clients--