DUCERE WEALTH MANAGEMENT, LLC
Legal name: DUCERE WEALTH MANAGEMENT
CRD #337471 SEC #801-133896 NEWPORT BEACH, CA 714-393-0959
SEC Registered
Total AUM
$329.8M
Discretionary
$329.8M
Employees
9
Clients
0
Accounts
84
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $329.8M | $329.8M | $0 | 9 | 0 |
| Aug 2025 | $127.1M | $127.1M | $0 | 7 | 0 |
| Aug 2025 | $127.1M | $127.1M | $0 | 7 | 0 |
| Aug 2025 | $127.1M | $127.1M | $0 | 7 | 0 |
| Jul 2025 | $0 | $0 | $0 | 2 | 0 |
| Jul 2025 | $0 | $0 | $0 | 2 | 0 |
| Jun 2025 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$329.8M
Discretionary$329.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2025
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2025
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2025
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0