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BUCKET LIST WEALTH MANAGEMENT, LLC

THE VILLAGES, FL · CRD 286494 · IAPD ↗ · bucketlistwealth.com · 352-307-8652

$224.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — BUCKET LIST WEALTH MANAGEMENT, LLC reported RAUM up 38% ($162.6M -> $224.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — BUCKET LIST WEALTH MANAGEMENT, LLC now reports custody of client assets ($36.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
December 2025 — BUCKET LIST WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2025 — BUCKET LIST WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — BUCKET LIST WEALTH MANAGEMENT, LLC notice-filed in MA, NC, NY, PA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2025 — BUCKET LIST WEALTH MANAGEMENT, LLC reported RAUM up 56% ($104.5M -> $162.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
June 2024 — BUCKET LIST WEALTH MANAGEMENT, LLC (THE VILLAGES, FL) is newly SEC-registered with $104.5M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.