# Bucket List Wealth Management, LLC

> Bucket List Wealth Management, LLC is an SEC-registered investment advisory firm in The Villages, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 286494
- Filed as: BUCKET LIST WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: The Villages, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286494
- AdvisorCensus page: https://advisorcensus.com/firm/bucket-list-wealth-management-llc-the-villages-fl-286494

## Quick answers

**How is Bucket List Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bucket List Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Bucket List Wealth Management, LLC located?**
Bucket List Wealth Management, LLC's principal office is in The Villages, FL, according to its Form ADV.

**Is Bucket List Wealth Management, LLC registered with the SEC or a state?**
Bucket List Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 286494.

**How much does Bucket List Wealth Management, LLC manage?**
Bucket List Wealth Management, LLC reports $224,229,438 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Bucket List Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Bucket List Wealth Management, LLC: Regulatory assets under management: $104,504,848 in the October 2024 data and $224,229,438 in the October 2026 data, up 115%. Total employees: 3 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bucket List Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (360); high net worth individuals (120); corporations or other businesses not listed above (2).

**Which custodians does Bucket List Wealth Management, LLC use?**
Bucket List Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Bucket List Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286494

**Does Bucket List Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "We offer our services to individuals, high net worth individuals, and corporations or other business entities. We do not require a minimum account size."

**What changed in Bucket List Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $162,568,838 to $224,229,438 (+38%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> We offer our services to individuals, high net worth individuals, and corporations or other business entities. We do not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $224,229,438
- Discretionary: $224,229,438
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 360 | $70,136,936 |
| High net worth individuals | 120 | $152,835,112 |
| Corporations or other businesses not listed above | 2 | $1,257,390 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, LA, MA, MI, MN, NC, NH, NY, OH, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bucketlistwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $104,504,848 | 3 | May 3, 2024 |
| October 2025 | $162,568,838 | 2 | June 2, 2025 |
| October 2026 | $224,229,438 | 2 | March 6, 2026 |

Regulatory assets under management: $104,504,848 in the October 2024 data and $224,229,438 in the October 2026 data, up 115%.
Total employees: 3 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $162,568,838 to $224,229,438 (+38%).

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bucket List Wealth Management, LLC (CRD 286494): Form ADV filing data as of October 2026.