BUTTONWOOD WEALTH
BUTTONWOOD WEALTH, LLC Legal Name
Adviser information for BUTTONWOOD WEALTH last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 799 | $265.7M |
| Non-Discretionary | 11 | $393,341 |
| Total | 810 | $266.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 248 | $70.9M |
| HNW Individuals | 74 | $188.9M |
| 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 | 5 | $5.7M |
| 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 | 1 | $546,411 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesTHIRD PARTY REFERRAL FEES |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 232.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BUTTONWOOD WEALTH WRAP FEE PROGRAM | BUTTONWOOD WEALTH |
Identifiers
| SEC RIA File Number | 801-117676 |
|---|---|
| SEC ERA File Number | 801-117676 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 305896 |
| Legal Entity Identifier | None |
Principal Office
27 WEST BOSCAWEN STREETWINCHESTER
VA
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 540-662-5233, Fax: 540-602-5482
Chief Compliance Officer
JEFFREY A. HAHN
MANAGING MEMBER
27 WEST BOSCAWEN STREET
WINCHESTER
VA
United States
Tel:
540-662-5233
Fax:
540-602-5482
J****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HAHN, JEFFREY, ALLEN | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 06/2018 | > 75% |