DUCERE WEALTH MANAGEMENT of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 337471). Regulatory assets under management: $503.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| 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 | — |