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Building 2BUCKET LIST WEALTH MANAGEMENT, LLC

Map pinTHE VILLAGES, FL
Phone352-307-8652
NotebookSEC #801-130410
Total AUM
$224.2M
Employees
2
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8564 EAST COUNTY ROAD 466,
SUITE 203
THE VILLAGES
FL 32162
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
352-307-8652

ReceiptFinancials

Total AUM
$224.2M
Accounts
1,437
Discretionary
$224.2M
Accounts
1,437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
360
AUM
$70.1M
HNW Individual Clients
120
AUM
$152.8M
Corporation or Business Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALAMAMIMNNCNHNYOHPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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