DUCERE WEALTH MANAGEMENT, LLC
Doing business as DUCERE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$503,790,101
Discretionary
$495,622,846
Non-discretionary
$8,167,255
Firm details
- CRD number
- 337471
- SEC file number
- 801-133896
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://www.ducerewealth.com/
- Fee structure
-
Percentage of AUM
As of October 2026.