Joshua
Cruz

Bucket List Wealth Management, LLC

CRD#6456893
Investment Advisor
in The Villages, FL

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About this Advisor

Joshua Cruz is a financial advisor based in The Villages, Florida, working with Bucket List Wealth Management, LLC. Joshua has previously held positions at Bucket List Wealth Management, LLC, Senior Financial Security, Inc, Deutsche Bank, and the University Of Florida. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Florida and Michigan. Currently, Joshua is part of Bucket List Wealth Management, LLC, which operates out of The Villages, Florida. The firm has 3 employees and manages assets totaling $104.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Bucket List Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

8564 East County Road 466, Suite 203
The Villages, FL 32162

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Bucket List Wealth Management, LLC Brokerage Details

Total Assets Under Management

$104,504,848

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

343

FL Average: 2,474
Average Account Size

$304,679

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joshua Cruz Work History

2017 - Present (8 years)

Bucket List Wealth Management, LLC

2017 - 2020 (3 years)

Senior Financial Security, Inc

2015 - 2016 (1 year)

Deutsche Bank

2011 - 2015 (4 years)

University Of Florida

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Disclosures

Please visit the SEC profile of Joshua Cruz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bucket List Wealth Management, LLC

Daniel Quirk
The Villages, FL
Joshua Cruz
The Villages, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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