BUCKET LIST WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- THE VILLAGES, Florida
- CRD number
- 286494
- Registered since
- June 3, 2024
- Website
- www.bucketlistwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.16%
- Individuals31.28%
- Corporations / Businesses0.56%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Bucket List Wealth Management, LLC is an SEC-registered investment adviser formed as an LLC in 2024 and owned by an individual. The firm describes itself as a capital allocator serving both individual & family clients and institutional accounts, charging fees as a percentage of assets under management. Its advisory mandate centers on portfolio management for individuals and small businesses and on selecting other advisers, indicating a mix of direct portfolio oversight and manager-sourcing responsibilities. The firm is not positioned as an ESG-focused manager, is not registered as a multi-state adviser, and does not identify as a pension consultant or related adviser. An industry affiliation with an insurance company is noted in the public filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- US Government Bonds15%
- Cash & Cash Equivalents10%
- Exchange Traded Equities5%
Contacts
2 of 2Daniel Quirk
PresidentCRD 6739784
JOSHUA CRUZ
Investment Advisor RepresentativeCRD 6456893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$187M in ETFs
78%
$146M
19%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $22.4M | 69,850 | 11.99% |
Location
THE VILLAGES, FL
SUMTER
Location
THE VILLAGES, FL
Headquartered in THE VILLAGES, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- SUMTER
- Address
- 8564 E County Road 466
- Time zone
- ET (UTC-5)
- Office locations
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