Overview
Assets Under Management: $504 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 52
Average Client Assets: $8 million
Frequently Asked Questions
DUCERE WEALTH MANAGEMENT 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 #337471), DUCERE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
DUCERE WEALTH MANAGEMENT is headquartered in NEWPORT BEACH, CA.
DUCERE WEALTH MANAGEMENT serves 52 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, DUCERE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DUCERE WEALTH MANAGEMENT manages $504 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, DUCERE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.85
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 478
Discretionary Accounts: 431
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 337471
Filing ID: 2054310
Last Filing Date: 2026-02-19 20:16:43