Overview
Assets Under Management: $163 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 98
Average Client Assets: $1 million
Frequently Asked Questions
BUCKET LIST WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286494), BUCKET LIST WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BUCKET LIST WEALTH MANAGEMENT, LLC is headquartered in THE VILLAGES, FL.
BUCKET LIST WEALTH MANAGEMENT, LLC serves 98 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, BUCKET LIST WEALTH MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
BUCKET LIST WEALTH MANAGEMENT, LLC manages $163 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, BUCKET LIST WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.01
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 414
Discretionary Accounts: 414
Regulatory Filings
CRD Number: 286494
Last Filing Date: 2025-03-03 00:00:00
Website: https://bucketlistwealth.com