BUCKET LIST WEALTH MANAGEMENT, LLC
Tel: 352-307-8652 8564 East County Road 466, Suite 203 The Villages, Florida 32162
About BUCKET LIST WEALTH MANAGEMENT, LLC
BUCKET LIST WEALTH MANAGEMENT, LLC is a The Villages, Florida based financial advisory firm with nearly $162,568,838 in assets under management and provides investment advisory services for 414 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
286494
Firm SEC#:
801-130410
Assets Under Management:
$162,568,838
No. of Clients:
414
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM
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