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⚲
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| Bucket List Wealth Management LLC
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|
|
|---|---|
| CRD # | 286494 |
| SEC # | 801-130410 |
| CIK # | 0002133435 |
| AUM | $224.2 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 352-307-8652 |
| Address | 8564 East County Road 466, The Villages, FL 32162 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 3.6 | ||
| Apple Inc | 1.8 | ||
| SPDR Gold Trust | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 70.1 |
| (b) Individuals (high net worth individuals) | 120 | 152.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,437 | 224.2 |
| By Discretionary | ||
| Discretionary | 1,437 | 224.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,437 | 224.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.2 | |
| Total | 1,437 | 224.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133435] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prato Capital Management Inc
✚
|
NY | 0.2 |
|
Financial Management Inc
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|
AR | 0.2 |
|
Iadvise Partners LLC
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|
NY | 0.2 |
|
ORCA Wealth Management LLC
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|
FL | 0.2 |
|
Meritis Wealth Management Inc
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|
MD | 0.2 |
|
Old Bridge Capital Management Private Limited
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|
0.2 | |
|
McAlvany Wealth Management LLC
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|
CO | 0.2 |
|
McAlister Sweet & Associates Inc
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|
TX | 0.2 |
|
Mainstream Capital Management LLC
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|
CA | 0.2 |
|
Easley Investment Consultants Inc
✚
|
MS | 0.2 |