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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Quirk, Daniel, Patrick | I | MANAGING MEMBER/CCO | E | Control |
| Quirk, Daniel, Patrick | I | MANAGING MEMBER/CCO | E | Control |
| Quirk, Daniel, Patrick | I | MANAGING MEMBER/CCO | E | Control |
| Quirk, Daniel, Patrick | I | MANAGING MEMBER/CCO | E | Control |
| Quirk, Daniel, Patrick | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Sep 3, 2025 REGISTERED
Notice Filings (13)
FL GA LA MA MI MN NC NH NY OH PA TX VA
Address
8564 EAST COUNTY ROAD 466,SUITE 203
THE VILLAGES, FL 32162
United States
Phone: 352-307-8652