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| Happy Holidays!! thanks for using AUM13F!! |
| Bucket List Wealth Management LLC
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|---|---|
| CRD # | 286494 |
| SEC # | 801-130410 |
| CIK # | |
| AUM | $162.6 M (2025-06-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 352-307-8652 |
| Address | 8564 East County Road 466, The Villages, FL 32162 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 48.8 |
| (b) Individuals (high net worth individuals) | 98 | 113.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 414 | 162.6 |
| By Discretionary | ||
| Discretionary | 414 | 162.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 414 | 162.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.6 | |
| Total | 414 | 162.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stillwater Wealth Management Group LLC
✚
|
FL | 0.2 |
|
Certus Wealth Management LLC
✚
|
0.2 | |
|
Independence Wealth Advisors LLC
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OH | 0.2 |
|
Harvest Investment Advisors LLC
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|
0.2 | |
|
3rd Creek Investments Inc
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|
0.2 | |
|
Cascade Wealth Advisors Inc
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|
WA | 0.2 |
|
NDWM LLC
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|
CA | 0.2 |
|
Ridgeline Wealth LLC
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|
AZ | 0.2 |
|
Delos Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Phase III Advisory Services Ltd
✚
|
IL | 0.2 |