Ducere Wealth Management
Ducere Wealth Management is an SEC-registered wealth manager in Newport Beach, CA with $503.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ducere Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337471, SEC 801-133896, data through 2026-04-22.
- AUM (assets under management / regulatory AUM)
- $503.8M (2026-04-22)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 11
- Clients
- 128
- CRD
- 337471
- Ownership
- Jones, Joshua, Taylor; KELLER, ULRICH, EMANUEL; KELLER, ZANE, CONFAIR; ROTHCHILD, MATTHEW, DAVID
How much AUM does Ducere Wealth Management have?
Ducere Wealth Management reported $503.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-22).
Who owns Ducere Wealth Management?
Disclosed owners and executives of Ducere Wealth Management include Jones, Joshua, Taylor, KELLER, ULRICH, EMANUEL, KELLER, ZANE, CONFAIR, ROTHCHILD, MATTHEW, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.