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, owner-operated RIA organized as an LLC that registered with the SEC in 2024. The firm bills on a percentage-of-AUM basis and serves both individual/family clients and institutional accounts. Its primary advisory services are discretionary portfolio management for individuals and small businesses and the selection of other advisers, which aligns with its designation as a capital allocator. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Its industry affiliation includes an insurance company relationship. As a capital allocator that also selects third-party managers, Bucket List appears to blend direct portfolio management with external manager access rather than building exclusively in-house strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$228M in ETFs
73%
$167M
22%
$60.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $29M | 77,408 | 12.71% |
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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