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, individual-owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2025 and operates primarily for individual and family clients on a percentage-of-assets fee model. Their advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection — they act as a capital allocator who places client capital with third‑party managers. The firm identifies as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach.
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
FINTRXContacts
FINTRXWealth 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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