# BUCKET LIST WEALTH MANAGEMENT, LLC

BUCKET LIST WEALTH MANAGEMENT, LLC of THE VILLAGES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 286494
- Type: SEC-registered investment adviser
- SEC file number: 801-130410
- Location: 8564 EAST COUNTY ROAD 466,, SUITE 203, THE VILLAGES, FL, 32162
- Phone: 352-307-8652
- Latest filing: 2026-03-06
- Regulatory AUM: $224.2M
- Discretionary AUM: $224.2M
- Clients: 2
- Accounts: 1,437

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Patrick Quirk | MANAGING MEMBER/CCO | — |
| Quirk Daniel Patrick | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286494/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286494/similar
- Related entities: https://search.stillhousedata.com/firm/286494/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286494

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.