|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Buchanan Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 316629 |
| SEC # | 801-122567 |
| CIK # | |
| AUM | $157.3 M (2025-03-23) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 703-956-2633 |
| Address | 11710 Plaza America Drive Reston, VA 20190 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 35.8 |
| (b) Individuals (high net worth individuals) | 49 | 100.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 18.1 |
| (h) Charitable organizations | 2 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 157.3 |
| By Discretionary | ||
| Discretionary | 403 | 139.2 |
| Non-Discretionary | 14 | 18.1 |
| Total | 417 | 157.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.3 | |
| Total | 417 | 157.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
David P Gilliam & Associates Inc
✚
|
IN | 0.2 |
|
WPA Family Office LLC
✚
|
TX | 0.2 |
|
IKE Capital LLC
✚
|
0.2 | |
|
Block Wealth Management Inc
✚
|
0.2 | |
|
Fjell Capital LLC
✚
|
ND | 0.2 |
|
Investment Consultants LLC
✚
|
0.2 | |
|
MWS Capital Consultants LLC
✚
|
IL | 0.2 |
|
Leatherback Investments LLC
✚
|
NJ | 0.2 |
|
Algorithmic Investment Models LLC
✚
|
MA | 0.2 |
|
Prosperity Road LLC
✚
|
CA | 0.2 |