Bucket List Wealth Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$156K
Accounts
1,437
Employees
2
Advisory reps
2

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

FINTRX

Overview

Bucket List Wealth Management, LLC is a privately owned LLC that registered with the SEC in 2024 and describes itself as a capital allocator serving both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses as well as selecting third‑party advisers. It reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi‑state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, US Government Bonds 15%, Cash & Cash Equivalents 10%, Exchange Traded Equities 5%70%
  • Public Funds/Mutual Funds70%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities5%

Contacts

2 of 2
  • Daniel Quirk

    Daniel Quirk

    PresidentCRD 6739784

  • Joshua Cruz

    Joshua Cruz

    Investment Advisor RepresentativeCRD 6456893

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$223M in ETFs

Passive

73%

$163M

Active

22%

$59.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$27.7M74,95312.45%
Unlock additional holdings →

Location

Primary office

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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