Buska Wealth Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$539M

Discretionary

$539M

100% of AUM

Avg account

$153K

Accounts

3,532

Employees

Advisory reps

Firm details

Headquarters: Wausau, Wisconsin
CRD number: 170627
Registered since: September 27, 2021
Website: www.retirewithbuska.com
Custodians: LINCOLN FINANCIAL DISTRIBUTORS, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.22%
HNWI42.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Buska Wealth Management, LLC is an independent registered investment adviser organized as an LLC in 2021 and owned by an individual principal. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. It operates as a capital allocator and charges clients via a percentage-of-AUM model and fixed fees. Buska is not designated as an active ESG investor and is not identified as a multi-state or related adviser in the available filings.