# Ducere Wealth Management

Ducere Wealth Management is a RIA based in Newport Beach.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach
- **Assets under management:** Undisclosed
- **Website:** https://ducerewealth.com
- **LinkedIn:** https://www.linkedin.com/company/ducere-wealth

## Regulatory record

- **CRD number:** 337471
- **SEC file number:** 801-133896
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337471

## About

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.

## 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.

### 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.

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Last updated: 2026-07-10T22:44:23.000Z

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