Buchanan Wealth Management

RIASEC RegisteredEst. 2021

Total AUM

$212M

Discretionary

$186M

88% of AUM

Avg account

$448K

Accounts

473

Employees

Advisory reps

Firm details

Headquarters: Reston, Virginia
CRD number: 316629
Registered since: October 27, 2021
Website: www.buchananwealth.com
Custodians: LPL FINANCIAL LLC, PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI75.17%
Pension & Profit Sharing Plans12.49%
Individuals10.35%
Charitable Organizations1.99%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Buchanan Wealth Management is an independent registered investment adviser operating as a limited liability company. The firm became SEC-registered in 2021 and is owned by an individual. Its client base combines individuals and families with institutional relationships. Compensation is primarily a percentage of assets under management, with hourly charges available for some services. The firm’s advisory offering centers on financial planning, portfolio management for individuals and small businesses, and pension-consulting–type services. Buchanan does not identify as an active ESG investor and is not structured as a capital allocator; instead it works with third-party managers where appropriate.