BUCKET LIST WEALTH MANAGEMENT, LLC
CRD #286494 SEC #801-130410 THE VILLAGES, FL 352-307-8652
SEC Registered
Total AUM
$162.6M
Discretionary
$162.6M
Employees
2
Clients
0
Accounts
414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $162.6M | $162.6M | $0 | 2 | 75 |
| Jun 2025 | $162.6M | $162.6M | $0 | 2 | 75 |
| Mar 2025 | $162.6M | $162.6M | $0 | 2 | 75 |
| Feb 2025 | $162.6M | $162.6M | $0 | 2 | 75 |
| May 2024 | $104.5M | $104.5M | $0 | 3 | 75 |
DateSep 2025
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees2
Clients75
DateJun 2025
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees2
Clients75
DateMar 2025
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees2
Clients75
DateFeb 2025
Total AUM$162.6M
Discretionary$162.6M
Non-Disc.$0
Employees2
Clients75
DateMay 2024
Total AUM$104.5M
Discretionary$104.5M
Non-Disc.$0
Employees3
Clients75