← Back to searchVisit website
BUCKET LIST WEALTH MANAGEMENT, LLC
CRD 286494 · SEC 801-130410
8564 EAST COUNTY ROAD 466,, SUITE 203, THE VILLAGES, FL, 32162, United States
Phone
352-307-8652
Fax
352-205-7388
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.2M
Discretionary AUM
$224.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 360 | $70.1M |
| High net worth individuals | 120 | $152.8M |
| Corporations/business entities | 2 | $1.3M |
States served
GA, LA, MA, MI, MN, NY, NC, OH, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD