Buckley Wealth

RIASEC RegisteredEst. 2017

Total AUM

$644M

Discretionary

$644M

100% of AUM

Avg account

$1M

Accounts

614

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 285823
Registered since: February 17, 2017
Website: www.buckleywealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.03%
Charitable Organizations18.9%
Individuals4.03%
Corporations / Businesses2.11%
Pension & Profit Sharing Plans0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Buckley Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, sourcing third‑party managers alongside running client portfolios. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. Buckley Wealth does not identify as an active ESG investor and is not configured as a multistate adviser. The firm has received industry recognition: it was listed in Citywire’s "50 Growers Across America" in 2022.