Ducere Wealth Company Profile, Contacts & Intelligence

Financial ServicesNewport Beach, California, United States7 employeesFounded 2025
4 contacts with email or phone data4 with email data2 with phone data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts

Ducere Wealth Overview

At Ducere Wealth, we guide our clients to navigate their unique 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.

Headquarters
Newport Beach, California, United States
Website
ducerewealth.com
Industry
Financial Services
Founded
2025
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Financial Planning Investment Management Tax Optimization Planning Estate and Legacy Planning Alternative and Private Investments Multi-Generational Planning Risk Mitigation Planning

Ducere Wealth Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 2 with phone data in the visible sample.

Ducere Wealth People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

R
Rick Keller, Cfp®
Chairman and Chief Economist @ Ducere
EP
Z
Zane Keller, Cfp®
CEO @ Ducere Wealth Management
EP
P
Paul Shusted
Solutions Architect at Ducere Wealth
E
S
Silvia Zada
Director of Administration at Ducere
E

Ducere Wealth Workforce Composition

Seniority breakdown across 4 visible profiles.

Executive
2
Director
1
Individual contributor
1

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