RIA · CRD 337471SEC-Registered

Updated:

Ducere Wealth Management

DUCERE WEALTH MANAGEMENT is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2025. The firm manages $504 million in assets, with...

Ducere Wealth Management

DUCERE WEALTH MANAGEMENT is an SEC-registered investment adviser in NEWPORT BEACH, CA, registered since 2025. The firm manages $504 million in assets, with $496 million on a discretionary basis. It has 11 employees and 6 investment advisers.

General information

Firm type

RIA

Location

City

Newport Beach

Frequently asked questions

Who runs investment decisions at Ducere Wealth Management?

No named principals or investment committee members are publicly disclosed for Ducere Wealth Management. The firm does not maintain a website or LinkedIn presence that identifies any individual responsible for investment decisions. In the absence of public filings or press coverage, the leadership structure remains unknown.

Where does the underlying wealth come from?

The source of wealth for Ducere Wealth Management has not been publicly disclosed. Without a named family, founder, or operating-business affiliation in the public record, the origin of the capital it deploys cannot be determined from available sources.

How does Ducere Wealth Management source proprietary deal flow?

The firm's sourcing model is not publicly documented. With no web presence, no disclosed principals, and no traceable investment history, Ducere Wealth Management does not engage with the broader institutional or direct-investment community in a way that reveals how, or if, it pursues proprietary deal flow.

Is Ducere Wealth Management structured as a single family office or a multi-family office?

The precise legal and operational structure of Ducere Wealth Management has not been publicly confirmed. The absence of any marketed services, client-facing materials, or regulatory registration as an RIA in accessible databases suggests it may operate as a single-family office, but this cannot be stated with certainty from the public record.

Does Ducere Wealth Management participate in fund commitments or only direct deals?

No fund commitments or direct deals attributable to Ducere Wealth Management are documented in public securities filings, press releases, or GP disclosures that could be verified. The firm's allocation between fund commitments and direct investments is unknown.

Profile maintained by 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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