Buck Wealth Strategies, LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 322138
- Registered since
- July 12, 2022
- Website
- eabuck.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans45.54%
- Individuals37.27%
- HNWI16.63%
- Corporations / Businesses0.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Buck Wealth Strategies, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM and fixed fees. Its advisory menu includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and educational seminars/workshops. The firm reports relationships with accounting and insurance partners and does not present itself as an active ESG investor. Buck Wealth appears to use external managers for non-public strategies rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents5%
- Private Funds1%
- Other1%
Owners & executives
3 of 3
Michael Cottet
Chief Strategy OfficerCRD 7186105
Katie Buck
Chief Executive OfficerCRD 4884942
Jeffrey Buck
Chief Investment OfficerCRD 4884887
Contacts
3 of 45
Jake Yong
Private Wealth ManagerCRD 5775836
Brandon Thurgood
Regional Vice PresidentCRD 6933866
Lynn Thurgood
Founder, Private Wealth ManagerCRD 2721398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 535Active vs passive
$590M in ETFs
73%
$431M
26%
$159M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $98.7M | 131,827 | 16.73% |
Location
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 4600 S Syracuse St
- Time zone
- MT (UTC-7)
- Office locations
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