Buckeye Wealth Management LLC

RIASEC Registered
Total AUM
$72.1M
Discretionary
$72.1M
100% of AUM
Avg account
$124K
Accounts
580
Employees
4
Advisory reps
4

Firm details

Headquarters
Westerville, Ohio
CRD number
143638
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals63.75%
  • HNWI36.25%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Buckeye Wealth Management LLC is an independent registered advisory firm that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services targeted at individuals and small businesses. It also operates as an insurance broker, integrating insurance products into client plans. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 24%, Cash & Cash Equivalents 19%, US Government Bonds 13%, Non-Exchange Traded Equities 4%, Investment Grade Corp Bonds 3%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities24%
  • Cash & Cash Equivalents19%
  • US Government Bonds13%
  • Non-Exchange Traded Equities4%

Owners & executives

1 of 1
  • Jeffrey Best

    Jeffrey Best

    Partner, COOCRD 2157059

Contacts

3 of 3
  • Donald Depalma

    Donald Depalma

    Founding Partner & CCOCRD 2271163

  • Eric Robbins

    Eric Robbins

    Financial AdvisorCRD 2149143

  • Timothy Woodburn

    Financial AdvisorCRD 4836637

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westerville, OH

Delaware

Location

Westerville, OH

Headquartered in Westerville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Delaware
Address
155 Commerce Park Dr
Time zone
ET (UTC-5)
Office locations

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