BUTTONWOOD WEALTH

RIASEC RegisteredEst. 2019

Total AUM

$425M

Discretionary

$425M

100% of AUM

Avg account

$400K

Accounts

1,062

Employees

Advisory reps

Firm details

Headquarters: WINCHESTER, Virginia
CRD number: 305896
Registered since: November 21, 2019
Website: bwlegacy.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI76.73%
Individuals20.71%
Charitable Organizations2.2%
Corporations / Businesses0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Buttonwood Wealth is an independent registered investment adviser that acts as a capital allocator for both individual and institutional clients. Founded and SEC-registered in 2019 and owned by an individual, the firm combines financial planning with discretionary portfolio management and the selection of external advisers. Its business model blends fee-based asset management (percentage of AUM), hourly consulting, and other fee arrangements to serve a mix of families, individuals and institutions. Investment activity centers on traditional public funds as the core of client portfolios, while the firm also sources third-party alternatives to broaden return streams and diversify risk. Buttonwood Wealth explicitly provides portfolio management for individuals, small businesses and institutional clients and offers financial planning as a foundational service. The firm is not an active ESG investor and does not position itself as a pension consultant or related adviser.