# DUCERE WEALTH MANAGEMENT

DUCERE WEALTH MANAGEMENT of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 337471
- Type: SEC-registered investment adviser
- SEC file number: 801-133896
- Location: 1401 DOVE STREET, NEWPORT BEACH, CA, 92660
- Phone: 714-393-0959
- Latest filing: 2026-08-03
- Regulatory AUM: $503.8M
- Discretionary AUM: $495.6M
- Non-discretionary AUM: $8.2M
- Clients: 11
- Accounts: 478

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Matthew David Rothchild | CHIEF COMPLIANCE OFFICER | — |
| Zane Confair Keller | OWNER, CCO, IAR; OWNER, CEO, IAR | — |
| Ulrich Emanuel Keller | OWNER, IAR | — |
| Joshua Taylor Jones | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337471/similar
- Related entities: https://search.stillhousedata.com/firm/337471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337471

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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.