BUCKET LIST WEALTH MANAGEMENT, LLC

BUCKET LIST WEALTH MANAGEMENT, LLC of THE VILLAGES, FL is an SEC-registered investment adviser (CRD 286494). Regulatory assets under management: $224.2M.

Registration

• CRD: 286494
• SEC file number: 801-130410
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 286494 on SEC IAPD (source of record)
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