BUSKA WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$539M

Discretionary

$539M

100% of AUM

Avg account

$153K

Accounts

3,532

Employees

Advisory reps

Firm details

Headquarters: WAUSAU, Wisconsin
CRD number: 170627
Registered since: September 27, 2021
Website: www.retirewithbuska.com
Custodians: LINCOLN FINANCIAL DISTRIBUTORS, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.22%
HNWI42.78%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Buska Wealth Management, LLC is an independent, SEC-registered Registered Investment Adviser organized as an LLC and operating under individual ownership. The firm serves individuals and families and bills clients using a mix of percentage-of-AUM and fixed fees. Its advisory scope includes comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and pension consulting services. Buska identifies itself as a capital allocator and maintains an affiliation with an insurance company. It does not describe itself as an active ESG investor.