Buck Wealth Strategies, LLC

RIASEC Registered

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$316K

Accounts

5,193

Employees

102

Advisory reps

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

FINTRX

Overview

Buck Wealth Strategies, LLC is an independent registered investment adviser structured as a limited liability company. The firm is SEC registered (2022) and serves both individual/family and institutional clients. Ownership is a mix of a domestic entity and an individual. Its fees combine a percentage of assets under management and fixed-fee engagements. Service offerings include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related services, and educational seminars and workshops. The firm reports that it is not an active ESG investor and does not act as a capital allocator. Buck Wealth appears to lean on pooled products and third-party managers as part of its client solutions while also maintaining direct equity positions; it maintains relationships with accounting and insurance firms for industry affiliation and referral channels.