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DUCERE WEALTH MANAGEMENT
DUCERE WEALTH MANAGEMENT, LLC
CRD 337471 · SEC 801-133896
1401 DOVE STREET, SUITE 630, NEWPORT BEACH, CA, 92660, United States
Phone
714-393-0959
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$503.8M
Discretionary AUM
$495.6M
Team
11 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $93.9M |
| High net worth individuals | 52 | $397.2M |
States served
CA, NV
All web addresses on file
Official SEC filing: View on IAPD