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BUCKET LIST WEALTH MANAGEMENT, LLC
BUCKET LIST WEALTH MANAGEMENT, LLC
THE VILLAGES, Florida
·
1 registered advisor
·
CRD# 286494
SEC# 801-130410
0
352-307-8652
01
Firm Overview
AUM
$105M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at BUCKET LIST WEALTH MANAGEMENT, LLC
1 registered advisor
Daniel Patrick Quirk
THE VILLAGES, Florida
CRD# 6739784
05
Office Locations
THE VILLAGES, Florida
1 advisor
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Data sourced from SEC Form ADV filings. BUCKET LIST WEALTH MANAGEMENT, LLC (CRD# 286494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.