Bucket List Wealth Management, LLC
● SEC registered since 2024CRD 286494SEC# 801-130410The Villages, FL
Reg. AUM
$224.2M
Employees
2
Accounts
1,437
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 $224.2 million in regulatory assets under management and employs 2 people.
Bucket List Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Patrick Quirk Control | Managing Member/Cco | Over 75% | 2017 |
Frequently asked questions
How much does Bucket List Wealth Management, LLC manage?
Bucket List Wealth Management, LLC reports $224.2 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
| Address | 8564 East County Road 466,, Suite 203, The Villages, FL 32162 |
| Phone | 352-307-8652 |
| Fax | 352-205-7388 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.2M▲ 38%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$224.2Mregulatory AUM
Discretionary $224.2M