Bucket List Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Bucket List Wealth Management reports 482 clients. They include 360 individual clients, 120 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($224M across 1,437 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 75% | 31% |
| High-net-worth individuals | 25% | 68% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 360 | $70.1M | 31.3% | $195K |
| High-net-worth individuals | 120 | $153M | 68.2% | $1.27M |
| Corporations and other businesses | 2 | $1.26M | 0.6% | $629K |
| Total | 482 | $224M | 100% | $465K |
- Clients
- 360
- Regulatory AUM
- $70.1M
- AUM share
- 31.3%
- Avg. per client
- $195K
- Clients
- 120
- Regulatory AUM
- $153M
- AUM share
- 68.2%
- Avg. per client
- $1.27M
- Clients
- 2
- Regulatory AUM
- $1.26M
- AUM share
- 0.6%
- Avg. per client
- $629K
Total
- Clients
- 482
- Regulatory AUM
- $224M
- AUM share
- 100%
- Avg. per client
- $465K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bucket List Wealth Management charges up to 2.00% a year for its Asset management services. The fee is billed in arrears and is negotiable.
Fee details and sources
Daniel Quirk owns 75% or more of Bucket List Wealth Management. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Bucket List Wealth Management, LLC
Daniel Quirk
Control person · since January 2017
Bucket List Wealth Management’s regulatory assets grew 2.1× from $105M (May 2024) to $224M (March 2026); clients rose from 343 to 482 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $224M | 482 | 2 | 1 |
| Jun 2025June 2025 | $163M | 414 | 2 | 1 |
| May 2024May 2024 | $105M | 343 | 3 | 1 |
Besides its headquarters, Bucket List Wealth Management has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 8564 East County Road 466,, Suite 203, The VillagesHQ
Contact and registration details
- Legal name
- Bucket List Wealth Management, LLC
- Headquarters
- 8564 East County Road 466,, Suite 203, The Villages, FL 32162
- Website
- bucketlistwealth.com
- Phone
- 352-307-8652
- SEC file
- 801-130410
- Structure
- Florida LLC
- Fiscal year end
- December
Bucket List Wealth Management’s named custodians for separately managed accounts are Charles Schwab ($146M, 65%) and Fidelity ($78.5M, 35%). Bucket List Wealth Management has custody of $36.1M for 164 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $146M65%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $78.5M35%
At year end, Bucket List Wealth Management’s separately managed accounts were mostly in funds (75%) and cash (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $203M across 63 positions; the largest are Vanguard Index Fds (13.7%), Putnam ETF Trust (13.1%) and American Centy ETF TR (8.6%).
What the accounts hold
- Stocks6%
- Funds75%
- Bonds9%
- Cash10%
How many clients does Bucket List Wealth Management have?
Bucket List Wealth Management has 482 clients and manages $224 million for them, as of March 2026. They include 360 individual clients, 120 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Bucket List Wealth Management offer?
Bucket List Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bucket List Wealth Management charge?
Bucket List Wealth Management charges up to 2.00% a year for its Asset management services. The fee is billed in arrears and is negotiable.
Which custodians does Bucket List Wealth Management use?
Bucket List Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $146M and Fidelity Brokerage Services LLC (Smithfield, RI), with $78.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Bucket List Wealth Management have?
Bucket List Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bucket List Wealth Management invest in?
At the end of its last fiscal year, Bucket List Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 9% U.S. government and agency bonds and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bucket List Wealth Management?
Bucket List Wealth Management’s direct owner is Daniel Quirk (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Bucket List Wealth Management get paid?
Bucket List Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bucket List Wealth Management?
Bucket List Wealth Management’s main office is at 8564 East County Road 466,, Suite 203, The Villages, FL 32162. Its phone number is 352-307-8652. Its website is bucketlistwealth.com.