| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Taylor Jones | Chief Compliance Officer | Under 5% | 2025 |
| Ulrich Emanuel Keller Control | Owner, Iar | 50-75% | 2025 |
| Zane Confair Keller Control | Owner, Ceo, Iar | 50-75% | 2025 |
Ducere Wealth Management, LLC reports $127.1 million in regulatory assets under management on its Form ADV.
Ducere Wealth Management, LLC reports 7 employees.
Ducere Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2025.
Ducere Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1401 Dove Street, Suite 630, Newport Beach, CA 92660 |
| Phone | 714-393-0959 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $127.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $127.1M |