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Bucket List Wealth Management, LLC

● SEC registered since 2024CRD 286494SEC# 801-130410The Villages, FL
Export (members)
Reg. AUM
$162.6M
Employees
2
Accounts
414
Location
The Villages, FL

Bucket List Wealth Management, LLC assets under management

Bucket List Wealth Management, LLC operates as an SEC-registered investment adviser based in The Villages, FL. The firm has been registered since 2024. It reports $162.6 million in regulatory assets under management and employs 2 people.
www.bucketlistwealth.comView on SEC.gov ↗

Bucket List Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Daniel Patrick Quirk ControlManaging Member/CcoOver 75%2017

Frequently asked questions

How much does Bucket List Wealth Management, LLC manage?

Bucket List Wealth Management, LLC reports $162.6 million in regulatory assets under management on its Form ADV.

How many employees does Bucket List Wealth Management, LLC have?

Bucket List Wealth Management, LLC reports 2 employees.

Where is Bucket List Wealth Management, LLC located?

Bucket List Wealth Management, LLC is based in The Villages, FL and has been SEC-registered since 2024.

Does Bucket List Wealth Management, LLC disclose fund performance?

Bucket List Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8564 East County Road 466,, Suite 203, The Villages, FL 32162
Phone352-307-8652
Fax352-205-7388
Office hours9 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.6M
Non-discretionary$0
Total (RAUM)$162.6M