BUCHER WEALTH ADVISORS

Overview

Bucher Wealth Advisors is an independent, owner-operated registered investment adviser that began SEC registration in 2022. The firm serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and limited pension consulting. Its fee model combines percentage-of-AUM billing with fixed fees. Investment activity is centered on pooled public investments as the core of client portfolios, while the firm also functions as a capital allocator to third-party alternative managers. Bucher Wealth Advisors does not position itself as an active ESG investor. Its advisory scope includes hiring outside managers and incorporating externally managed alternative strategies alongside mutual-fund-based allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices