NEWPORT BEACH, CACRD 337471Latest ADV April 22, 2026
Ducere Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 22, 2026, reports $504M in regulatory assets under management, 11 employees, 1 office, and 478 accounts.
Assets Under Management
$504M
Employees
11
Offices
1 office
Total Clients
128
Primary office
NEWPORT BEACH, CA
1401 DOVE STREET, SUITE 630, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
76
2
HNWI
40.6%
52
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$504Mas of April 22, 2026
Discretionary98.4%
$496M
98% of total RAUM98.4%
Non-discretionary1.6%
$8M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$504M
Total Accounts478
10Y AUM Change+$504M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee12:1
10Y Employee Change+9 (+450.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.