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 independent, individual-owned registered investment adviser that registered with the SEC in 2024. The firm positions itself as a capital allocator for a mixed client base of individuals, families and institutional clients, charging fees as a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting third-party advisers and managers. The firm reports an affiliation with an insurance company, is not an active ESG investor, and does not operate as a multi-state or pension consultant practice.
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 2
Daniel Quirk
Managing MemberCRD 6739784
Joshua Cruz
Investment Advisor RepresentativeCRD 6456893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$223M in ETFs
73%
$163M
22%
$59.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 74,953 | 12.45% |
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
Similar firms
Blackston Financial Advisory Group, LLC
RIAThe Villages, FL
Parady Wealth Management
RIAThe Villages, FL
Zenith Advisory Group, LLC
RIAThe Villages, FL
Orca Wealth Management, LLC
RIANew Port Richey, FL
Allied Private Wealth
RIABoca Raton, FL
Sterling Wealth Advisors, Inc.
RIAPlantation, FL