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Ducere Wealth Management, LLC

EST. AUM
$503,790,101

CONTACTS
1

CLIENT ACCOUNTS
478

Firm Details

Metro area Los Angeles
CRD Number 337471
Website ducerewealth.com
Client types

Overview

Ducere Wealth Management is a multi-generational, independent wealth management firm based in Newport Beach, California. Founded by Rick Keller, CFP, and his son Zane Keller, CFP, the firm blends decades of financial expertise with a modern, innovation-driven approach. Ducere aims to break away from legacy industry standards to better serve individuals, families, and business owners. With a strong focus on personalized planning, transparency, and long-term relationships, the firm is committed to redefining financial success. Their mission is rooted in client empowerment, strategic thinking, and lasting impact.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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