BUCKLEY WEALTH

RIASEC RegisteredEst. 2017

Total AUM

$644M

Discretionary

$644M

100% of AUM

Avg account

$1M

Accounts

614

Employees

Advisory reps

Firm details

Headquarters: LAS VEGAS, Nevada
CRD number: 285823
Registered since: February 17, 2017
Website: www.buckleywealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.03%
Charitable Organizations18.9%
Individuals4.03%
Corporations / Businesses2.11%
Pension & Profit Sharing Plans0.94%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Buckley Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm positions itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its billing model includes percentage-of-AUM as well as hourly and fixed-fee arrangements. Core advisory capabilities listed on the ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and the selection of other advisers. Buckley Wealth does not identify as an active ESG investor. The firm received placement on Citywire’s "50 Growers Across America" list in 2022, reflecting recognition for growth rather than any particular investment strategy.