Ducere Wealth Management, LLC
● SEC registered since 2025CRD 337471SEC# 801-133896Newport Beach, CA
Reg. AUM
$503.8M
Employees
11
Accounts
478
Location
Newport Beach, CA
Ducere Wealth Management, LLC assets under management
Ducere Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2025. It reports $503.8 million in regulatory assets under management and employs 11 people.
Ducere Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew David Rothchild | Chief Compliance Officer | Under 5% | 2026 |
| Ulrich Emanuel Keller Control | Owner, Iar | 50-75% | 2025 |
| Zane Confair Keller Control | Owner, Ceo, Iar | 50-75% | 2025 |
Frequently asked questions
How much does Ducere Wealth Management, LLC manage?
Ducere Wealth Management, LLC reports $503.8 million in regulatory assets under management on its Form ADV.
How many employees does Ducere Wealth Management, LLC have?
Ducere Wealth Management, LLC reports 11 employees.
Where is Ducere Wealth Management, LLC located?
Ducere Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2025.
Does Ducere Wealth Management, LLC disclose fund performance?
Ducere 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 | 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 |
Regulatory AUM
$503.8M▲ 296%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$503.8Mregulatory AUM
Discretionary $495.6MNon-discretionary $8.2M