Bucket List Wealth Management, LLC

Bucket List Wealth Management provides discretionary asset management and ongoing account supervision for individuals (including high-net-worth clients) and corporations or other business entities. The firm reports managing approximately $224 million in client assets across roughly 480 client accounts under written Asset Management Agreements.

The firm’s investment approach centers on asset allocation implemented through model portfolios and, where appropriate, third‑party investment advisers and model managers; it retains discretionary authority to make trading and model manager decisions and conducts regular account monitoring. Clients work with the firm under written instructions and may impose reasonable investment restrictions, but services are delivered through the firm’s chosen third‑party advisers and custodial relationships rather than on a non‑discretionary or fully bespoke execution basis.

Bucket List is notable for serving a relatively high number of clients per advisor (over 200 clients per advisor), and for its personnel’s role as independent life insurance agents, which creates an affiliation with insurance product sales. The firm also receives a portion of third‑party advisers’ management fees and relies on third‑party back‑office and custodial relationships (e.g., Schwab/Fidelity), a structure the brochure discloses as creating conflicts of interest that the firm says it manages through fiduciary disclosures and its Code of Ethics.