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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Jones, Joshua, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jones, Joshua, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jones, Joshua, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jones, Joshua, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | |
| Jones, Joshua, Taylor | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ULRICH, EMANUEL | I | OWNER, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CCO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CEO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CCO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CEO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CEO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CEO, IAR | D | Control |
| KELLER, ZANE, CONFAIR | I | OWNER, CEO, IAR | D | Control |
Registrations
Federal
IA
Oct 14, 2025 REGISTERED
Notice Filings (2)
CA NV
Address
1401 DOVE STREETSUITE 630
NEWPORT BEACH, CA 92660
United States
Phone: 714-393-0959