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, SEC-registered registered investment adviser organized as an LLC and majority-owned by an individual. The firm focuses on serving individuals and families through fee-based portfolio management and financial planning, and it also acts as a capital allocator by selecting third-party managers on behalf of clients. Its advisory scope explicitly includes portfolio management for individuals and small businesses, financial planning, and the selection of other advisers. The firm reports using a percentage-of-AUM fee model and identifies itself as an active ESG investor.
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
Matthew Rothchild
Senior Compliance ConsultantCRD 5143603
Ulrich Keller
ChairmanCRD 1127298
Alexis Miranda
Wealth AdvisorCRD 7796311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$154M in ETFs
57%
$88.3M
30%
$65.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $20.2M | 30,991 | 13.13% |
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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