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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Focus momentum
- Established Date
- 07-22-2025
- Office Locations
- 2
Office Locations
About Ducere Wealth Management
Ducere Wealth Management is an SEC-registered RIA serving individuals and families—legacy-minded households, clients in major life transitions, emerging wealth builders, and modern/diverse leaders. The firm provides portfolio planning and investment management alongside tax mitigation, retirement, and estate planning support. It emphasizes objective, relationship-first advice and uses technology-driven processes to deliver faster insights; custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZANE CONFAIR KELLER
Chief Executive Officer, Financial Advisor, Owner
- CRD
- #7551104
- Ownership
- 50% but less than 75%
ULRICH EMANUEL KELLER JR
Financial Advisor, Owner
- CRD
- #1127298
- Ownership
- 50% but less than 75%
Ember harbor
Vector oak zenith
- CRD
- #34523
- Ownership
- 38.3%
Showing 2 of 3 owners & executives
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NICHOLAS BZOVI
--
- CRD
- #4444881
CODY JAMES COLUMNA
--
- CRD
- #7631202
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Eagle radial eagle
- CRD
- #66250
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $495,622,846 | $1,149,937 |
| Non-Discretionary | $8,167,255 | $173,771 |
| Total | $503,790,101 | $1,053,954 |
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Separately Managed Accounts
Total SMA Asset: $503,790,101
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,139,941,036 | 24.1% |
| Public Funds | $1,050,070,166 | 22.2% |
| Private Funds | $766,267,418 | 16.2% |
| U.S. Government/Agency | $387,863,755 | 8.2% |
| Cash | $1,012,229,800 | 21.4% |
| Municipal Bonds | $373,673,618 | 7.9% |
| Total | $4,730,045,793 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS WAVE WAVE | NORTH VERTEX | 8QULD8S9G | VSP | 10.81% | $65,248,744 |
| FOUNDATION FUSION TIMBER | VERTEX QUANTUM | XWE4N0WEY | SMWRI | 4.15% | $48,535,242 |
| VITAL EAGLE | BEACON ATLAS | S3D8DPRBB | NCSY | 7.54% | $49,392,801 |
| CREST PRIME QUANTUM | ZENITH SIGNAL | CCGKP0GYN | EFYCU | 7.30% | $100,668,337 |
| BEACON CREST | VECTOR ELEMENT | 23T1FT0RY | PYCK | 6.96% | $119,893,677 |
| QUANTUM VITAL | FOUNDATION MOMENTUM | VB5VKGP9Z | CHSWR | 11.92% | $19,280,312 |
| CATALYST FUSION | ATLAS PIONEER | 6XJH61VVO | LNBYQ | 2.82% | $14,400,952 |
| PIONEER ZENITH NORTH | ALPHA QUANTUM | FVVUSW6GN | WPULM | 11.09% | $22,520,326 |