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| Ducere Wealth Management LLC
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|---|---|
| CRD # | 337471 |
| SEC # | 801-133896 |
| CIK # | 0002083656 |
| AUM | 503.8 M (2026-04-22) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-393-0959 |
| Address | 1401 Dove Street Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 16.1 | ||
| Microsoft Corp | 9.5 | ||
| Nvidia Corp | 7.5 | ||
| Amazon Com Inc | 7.4 | ||
| Bloom Energy Corp | 6.6 | ||
| Apple Inc | 5.0 | ||
| Amphenol Corp /DE/ | 4.9 | ||
| Uber Technologies Inc | 3.2 | ||
| Mastercard Inc | 2.9 | ||
| J P Morgan Chase & Co | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 93.9 |
| (b) Individuals (high net worth individuals) | 52 | 397.2 |
| (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 | 12.7 |
| (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 | 478 | 503.8 |
| By Discretionary | ||
| Discretionary | 431 | 495.6 |
| Non-Discretionary | 47 | 8.2 |
| Total | 478 | 503.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 503.8 | |
| Total | 478 | 503.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002083656] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VA | 505.4 M |
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Dougherty Wealth Advisers LLC
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Accretive Wealth Partners LLC
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Aquire Wealth Advisors LLC
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UT | 504.0 M |
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Weinberger Asset Management Inc
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CA | 503.6 M |
|
Etesian Wealth Advisors Inc
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OR | 503.3 M |
|
SMH Capital Advisors LLC
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|
TX | 503.1 M |
|
Prosperity Financial Group Inc
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CA | 503.0 M |
|
Saybrook Capital Corp
✚
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NY | 502.7 M |