Ducere Wealth Management
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 337471
- Registered since
- August 1, 2025
- Website
- www.ducerewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.85%
- Individuals18.64%
- Charitable Organizations2.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ducere Wealth Management is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee‑based, percentage‑of‑AUM model. The firm identifies as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. It reports being an active ESG investor. The adviser is SEC‑registered (2025) and is structured for single‑owner control.
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds19%
- Private Funds9%
- US Government Bonds7%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Zane Keller
Chief Executive OfficerCRD 7551104
Contacts
3 of 7
Jack Stemper
Investment Advisor RepresentativeCRD 2706084
Ulrich Keller
ChairmanCRD 1127298
John Harrington
Senior Investment AdvisorCRD 1257672
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$196M in ETFs
49%
$96.6M
37%
$99.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.4M | 36,527 | 13.94% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1401 Dove St
- Time zone
- PT (UTC-8)
- Office locations
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