Bucket List Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$222,972,048
Clients
480
Advisors
2
of 2 employees
About
Bucket List Wealth Management provides discretionary asset management and ongoing account supervision for individuals (including high-net-worth clients) and corporations or other business entities. The firm reports managing approximately $224 million in client assets across roughly 480 client accounts under written Asset Management Agreements.
The firm’s investment approach centers on asset allocation implemented through model portfolios and, where appropriate, third‑party investment advisers and model managers; it retains discretionary authority to make trading and model manager decisions and conducts regular account monitoring. Clients work with the firm under written instructions and may impose reasonable investment restrictions, but services are delivered through the firm’s chosen third‑party advisers and custodial relationships rather than on a non‑discretionary or fully bespoke execution basis.
Bucket List is notable for serving a relatively high number of clients per advisor (over 200 clients per advisor), and for its personnel’s role as independent life insurance agents, which creates an affiliation with insurance product sales. The firm also receives a portion of third‑party advisers’ management fees and relies on third‑party back‑office and custodial relationships (e.g., Schwab/Fidelity), a structure the brochure discloses as creating conflicts of interest that the firm says it manages through fiduciary disclosures and its Code of Ethics.
Client services
Expertise
Fee options
Up to 2.00% annually, negotiable based on account size
Main office
8564 East County Road 466, Suite 203
The Villages FL 32162
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · Massachusetts · Michigan · Minnesota · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joshua C
CFP®, Series 65
The Villages, FL
Bucket List Wealth Management, LLC
Joshua Cruz is a CFP® professional with eight years of industry experience. He has worked at Bucket List Wealth Management, LLC since 2017 and previously held roles at Senior Financial Security, Inc and Deutsche Bank. Cruz holds a Series 65 license and is also a licensed independent insurance agent, though he does not actively use this license. Bucket List Wealth Management serves individual and high-net-worth clients by recommending and onboarding third-party advisers through sub-advisory arrangements. The firm’s investment approach is asset-allocation based and emphasizes regular account reviews, model portfolio management, and coordination with external money managers.
Daniel Q
Series 65
The Villages, FL
Bucket List Wealth Management, LLC
Daniel Quirk is a financial advisor at Bucket List Wealth Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Senior Financial Security, Inc and AE Wealth Management, LLC before joining his current firm in 2017. Outside of advisory work, he is a co-owner of Fun Functions, LLC, an event planning and entertainment business. Bucket List Wealth Management serves individual and high-net-worth clients by providing portfolio management primarily through third-party sub-advisory arrangements. The firm uses an asset-allocation approach supported by third-party research and model portfolios, with accounts reviewed regularly and a servicing model that emphasizes coordination with external money managers.
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