Overview
Assets Under Management: $163 million
Headquarters: THE VILLAGES, FL
High-Net-Worth Clients: 98
Average Client Assets: $1 million
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