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Cody James Columna

Ducere Wealth Management

Newport Beach, CA

CRD 7631202

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Employer firm

Ducere Wealth Management CRD 337471

$504M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ducere Wealth Management

1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-28
  • CA RA
    APPROVED
    Since 2025-07-28

Branch Locations

1401 Dove Street Suite 630, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Bank Rancho Santa Margarita CA 07/2015 05/2018
First Foundation Advisors Irvine CA 05/2018 07/2025
Ducere Wealth Management Newport Beach CA 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-16
  • S65 Uniform Investment Adviser Law Examination
    2023-10-16

View on SEC IAPD

Nearby Firms

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OCVC, LLC
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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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