Bucket List Wealth Management, LLC

Bucket List Wealth Management, LLC (CRD# 286494) is a financial advisory firm headquartered in The Villages, FL. They manage $104,504,848 in 343 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8564 East County Road 466,, Suite 203, The Villages, FL 32162
https://www.bucketlistwealth.com
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $304,679
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MI, MN, OH, TX

Financial Advisors at Bucket List Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joshua Cruz, financial advisor The Villages FL
Joshua W. Cruz
CRD#: 6456893
8564 East County Road 466,, Suite 203, The Villages, FL 32162

Joshua Cruz (CRD# 6456893) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry.

2
Daniel Quirk, financial advisor The Villages FL
Daniel P. Quirk
CRD#: 6739784
8564 East County Road 466,, Suite 203, The Villages, FL 32162

Daniel Quirk (CRD# 6739784) is an Investment Advisor Representative working at Bucket List Wealth Management, LLC in The Villages, FL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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