BUCHANAN WEALTH MANAGEMENT
BUCHANAN WEALTH MANAGEMENT, LLC Legal Name
Adviser information for BUCHANAN WEALTH MANAGEMENT last updated from Form ADV on February 27th, 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 | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 391 | $123.6M |
| Non-Discretionary | 11 | $13.0M |
| Total | 402 | $136.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 117 | $34.7M |
| HNW Individuals | 43 | $86.7M |
| 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 | 11 | $13.0M |
| Charitable organizations | <5 | $2.3M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| 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 businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 14.2M |
| Both for Same | 42.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BUCHANAN WEALTH MANAGEMENT WRAP FEE PROGRAM | BUCHANAN WEALTH MANAGEMENT |
Identifiers
| SEC RIA File Number | 801-122567 |
|---|---|
| SEC ERA File Number | 801-122567 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316629 |
| Legal Entity Identifier | None |
Principal Office
11710 PLAZA AMERICA DRIVESUITE 2000
RESTON
VA
United States
Monday - Friday, 9-5
Tel: 703-956-2633, Fax: (703) 956-2634
Chief Compliance Officer
MATTHEW S. BUCHANAN
CEO / FOUNDER
11710 PLAZA AMERICA DRIVE
SUITE 2000
RESTON
VA
United States
Tel:
703-956-2633
Fax:
(703) 956-2634
M***@*****************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 |
|---|---|---|---|---|---|
| BUCHANAN, MATTHEW, STEWART | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 09/2021 | > 75% |