Buck Wealth Strategies, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 322138
- Registered since
- July 12, 2022
- Website
- eabuck.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans45.54%
- Individuals37.27%
- HNWI16.63%
- Corporations / Businesses0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Buck Wealth Strategies, LLC is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC. The firm advises both individual and family clients as well as institutional accounts, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. The firm does not identify as an active ESG investor. Ownership is listed as a combination of domestic entity and individual interests.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents5%
- Private Funds1%
- Other1%
Owners & executives
3 of 3
Michael Cottet
Chief Strategy OfficerCRD 7186105
Katie Buck
Chief Executive OfficerCRD 4884942
Jeffrey Buck
Chief Investment OfficerCRD 4884887
Contacts
3 of 44
Jake Yong
Private Wealth ManagerCRD 5775836
Brandon Thurgood
Regional Vice PresidentCRD 6933866
Lynn Thurgood
Founder, Private Wealth ManagerCRD 2721398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 103Active vs passive
$473M in ETFs
69%
$327M
30%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $81M | 124,038 | 17.14% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 4600 S Syracuse St
- Time zone
- MT (UTC-7)
- Office locations
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