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Bucket List Wealth Management
BUCKET LIST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in THE VILLAGES, FL, registered since 2024. The firm manages approximately $224...
Bucket List Wealth Management
BUCKET LIST WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in THE VILLAGES, FL, registered since 2024. The firm manages approximately $224 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Year founded
2016
Location
Region
North America
Country
United States
City
The Villages
Corporate office
Las Vegas, NV, United States
Principals
R. Scott Mellinger
Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Bucket List Wealth Management?
R. Scott Mellinger, the managing member, runs investment decisions. Per the firm's SEC registration filings, he is the sole individual responsible for the advisory business, including sourcing, underwriting, and servicing private real estate loans. No additional investment committee or external allocation consultants are disclosed.
How does the firm source its private mortgage note opportunities?
The firm relies on direct origination, working with borrowers referred through local real estate networks in Nevada and neighboring Western US markets. It does not appear to operate a broad intermediary or broker-dealer distribution channel. Deal flow is tied to relationships with residential and commercial borrowers seeking non-conventional financing.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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