CRD: 286494
Bucket List Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Timber
- Established Date
- 04-17-2017
- Office Locations
- 1
Office Locations
About Bucket List Wealth Management, LLC
Bucket List Wealth Management is an independent Florida RIA providing retirement-focused planning and investment advice, with an emphasis on asset allocation, portfolio construction, and risk management. The firm uses Nitrogen (Riskalyze) to quantify client risk tolerance and guide decisions, and builds portfolios primarily with public funds, including mutual funds and ETFs, with custody through providers such as Schwab and Fidelity.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
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Owner & Executives
Daniel Patrick Quirk
Chief Compliance Officer, Managing Member, President
- CRD
- #6739784
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSHUA WILLIAM CRUZ
Investment Advisor Representative
- CRD
- #6456893
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,229,438 | $156,040 |
| Non-Discretionary | $0 | -- |
| Total | $224,229,438 | $156,040 |
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Separately Managed Accounts
Total SMA Asset: $224,229,438
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,381,279,446 | 31.3% |
| Cash | $1,288,605,745 | 29.2% |
| U.S. Government/Agency | $1,284,192,712 | 29.1% |
| Equity - Exchange | $458,955,470 | 10.4% |
| Total | $4,413,033,373 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION CATALYST UNISON | SIGNAL VERTEX | B60B9XL0K | WLJAW | 6.79% | $110,304,302 |
| DELTA DELTA VECTOR | VALUE ATLAS | 78LHBFO24 | YEK | 11.02% | $86,032,227 |
| UNISON RADIAL | FOCUS FRONTIER | DJNQOESLG | KWL | 8.63% | $106,654,498 |
| GLACIER FOCUS | FUSION PEAK | IQXQJ39WQ | YZQLP | 10.10% | $53,120,137 |
| MATRIX TIMBER | BEACON GLACIER | T9WUKF25P | OYICM | 7.34% | $84,566,350 |
| CAPITAL TIMBER | ATLAS PATHWAY | OEIHCJSGU | QAB | 12.21% | $16,661,140 |
| CAPITAL RIDGE ZENITH | NORTH SIGNAL | JSBMFQ81R | AAH | 10.42% | $75,987,179 |
| CREST EAGLE | ZENITH VITAL | 2S3GI057E | RRIEM | 9.41% | $114,246,484 |