Ducere Wealth
Company

Ducere Wealth

Financial Services Newport Beach, California, United States 7 employees
Employees
7
Contacts
4
Emails
4
Phones
2

Ducere Wealth Overview

Headquarters
Newport Beach, California, United States
Industry
Financial Services
Employees
7
Founded
2025
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Ducere Wealth

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.

Ducere Wealth Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

Ducere Wealth Org Chart

Sample employees and titles
Name Title Contact
Rick Keller, Cfp® Chairman and Chief Economist @ Ducere
Email Phone
Zane Keller, Cfp® CEO @ Ducere Wealth Management
Email Phone
Paul Shusted Solutions Architect at Ducere Wealth
Email
Silvia Zada Director of Administration at Ducere
Email

Employees by Management Level

Executive 2 profiles
Director 1 profile
Individual contributor 1 profile

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