BUCHANAN WEALTH MANAGEMENT

RIASEC RegisteredEst. 2021

Total AUM

$212M

Discretionary

$186M

88% of AUM

Avg account

$448K

Accounts

473

Employees

Advisory reps

Firm details

Headquarters: RESTON, Virginia
CRD number: 316629
Registered since: October 27, 2021
Website: www.buchananwealth.com
Custodians: LPL FINANCIAL LLC, PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.17%
Pension & Profit Sharing Plans12.49%
Individuals10.35%
Charitable Organizations1.99%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Buchanan Wealth Management is an independent, individual-owned limited liability company that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and provides fee-based financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing options include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. Buchanan is not structured as a capital allocator.