BUCKLEY WEALTH MANAGEMENT, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Nevada, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	598	$541.5M
Non-Discretionary	0	$0
Total	598	$541.5M

Clients

Type	Number	RAUM
Individuals	97	$27.2M
HNW Individuals	111	$399.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	7	$102.3M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	9	$12.2M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	2
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-109016
SEC ERA File Number	801-109016
SEC CIK Numbers	1730126
SEC CRD Numbers	285823
Legal Entity Identifier	None

Principal Office

10100 WEST CHARLESTON BLVD.
#213
LAS VEGAS
NV
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic