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
Bucket List Wealth Management, LLC
By the Numbers
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Total Assets Under Management105MILLION
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Total Number of Accounts343ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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