Bucket List Wealth Management, LLC

CRD 286494 · The Villages, FL · $224.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 286494
SEC number: 801-130410
Firm type: RIA
Assets under management: $224.2M as of Mar 6, 2026
Website: www.bucketlistwealth.com ↗
Phone: 352-307-8652
Address: 8564 East County Road 466,, The Villages, FL, 32162

Advisors at this firm

2 in our index · page 1 of 1

Joshua William CruzCRD 6456893 · The Villages, FL

IA Registered
Daniel Patrick QuirkCRD 6739784 · The Villages, FL

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 286494 ↗ FINRA BrokerCheck record for firm CRD 286494 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.