Ducere Wealth Management

CRD 337471 · Newport Beach, CA · $503.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 337471
SEC number: 801-133896
Firm type: RIA
Assets under management: $503.8M as of Apr 22, 2026
Website: www.ducerewealth.com ↗
Phone: 714-393-0959
Address: 1401 Dove Street, Newport Beach, CA, 92660

Advisors at this firm

7 in our index · page 1 of 1

Nicholas BzoviCRD 4444881 · Newport Beach, CA

IA RegisteredRegistration inactive
Cody James ColumnaCRD 7631202 · Newport Beach, CA

IA Registered
John Thomas HarringtonCRD 1257672 · Newport Beach, CA

IA Registered
Ulrich Emanuel KellerCRD 1127298 · Newport Beach, CA

IA Registered

Disclosure event(s) on record
Zane Confair KellerCRD 7551104 · Newport Beach, CA

IA Registered
Alexis Renee MirandaCRD 7796311 · Las Vegas, NV

IA Registered
Jack Stewart StemperCRD 2706084 · Newport Beach, CA

IA Registered

Source & corrections

Where this page comes from

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

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