Buckeye Wealth Management LLC
Firm details
- Headquarters
- Westerville, Ohio
- CRD number
- 143638
- Registered since
- May 2, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.75%
- HNWI36.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Buckeye Wealth Management LLC is an independent registered advisory firm that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management services targeted at individuals and small businesses. It also operates as an insurance broker, integrating insurance products into client plans. The firm does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
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 Funds37%
- Exchange Traded Equities24%
- Cash & Cash Equivalents19%
- US Government Bonds13%
- Non-Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westerville, OH
Delaware
Location
Westerville, OH
Headquartered in Westerville, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Delaware
- Address
- 155 Commerce Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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