Ducere Wealth Email Formats

Financial Services • Newport Beach, California, United States • 1-10 Employees

Key Contacts at Ducere Wealth

Bud Brandt

Director Of Business Development

Nicholas Bzovi

Director Of Alternative Investments

Zane Keller

Chief Executive Officer

Silvia Zada

Director Of Administration

Company overview

Headquarters	1401 Dove St, Newport Beach, California 92660, US
Website	ducerewealth.com
NAICS	52
Keywords	Financial Planning, Investment Management, Multi-Generational Planning, Estate And Legacy Planning, Risk Mitigation Planning, Alternative And Private Investments, Tax Optimization Planning
Founded	2025
Employees	1-10

About Ducere Wealth

At Ducere Wealth, we guide our clients to navigate their personalized investment strategies through expert guidance, operational excellence, and innovative, technology-driven solutions. Our vision is to be the leading provider of tech-driven, tax-optimized wealth management services for clients through our advisory support, where every client’s assets, time, and relationships are prioritized. With over 30 years of combined experience, our team is dedicated to guiding you through every financial decision. We leverage our expertise to create tailored strategies that align with your unique goals. Follow us for practical tips, market insights that matter, client stories, and a fresh approach to wealth management rooted in trust and partnership. Your financial journey is personal, and we’re here to walk it with you every step of the way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Ducere Wealth has 6 employees across 5 departments.

Departments

Number of employees

Funding Data

Ducere Wealth has never raised funding before.

Frequently asked questions

Ducere Wealth is located in Newport Beach, California, US.

Ducere Wealth was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Ducere Wealth has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.