Bucket List Wealth Management, LLC
Bucket List Wealth Management, LLC is an SEC-registered mass-market adviser in The Villages, FL with $224.2M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Bucket List Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286494, SEC 801-130410, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $224.2M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- The Villages, FL
- Employees
- 2
- Clients
- 482
- CRD
- 286494
- Ownership
- Quirk, Daniel, Patrick
How much AUM does Bucket List Wealth Management, LLC have?
Bucket List Wealth Management, LLC reported $224.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Bucket List Wealth Management, LLC?
Disclosed owners and executives of Bucket List Wealth Management, LLC include Quirk, Daniel, Patrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.