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| Happy Holidays!! thanks for using AUM13F!! |
| Buck Wealth Strategies LLC
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| CRD # | 322138 |
| SEC # | 801-126075 |
| CIK # | 0001973259 |
| AUM | $565.4 M (2025-04-22) |
| Employees | 66 (30% Investors, 33% Brokers) |
| Phone | 888-210-6567 |
| Address | 4600 S Syracuse Street Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001973259 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.1 | ||
| Apple Inc | 15.7 | ||
| Amazon Com Inc | 15.2 | ||
| J P Morgan Chase & Co | 15.1 | ||
| Alphabet Inc | 13.7 | ||
| Cisco Systems Inc | 13.3 | ||
| Intuit Inc | 12.9 | ||
| Wal Mart Stores Inc | 11.4 | ||
| Verizon Communications Inc | 11.4 | ||
| Magna International Inc | 11.1 | ||
| Waste Management Inc | 10.9 | ||
| Coca Cola Co | 10.9 | ||
| Amgen Inc | 10.9 | ||
| VISA Inc | 10.8 | ||
| Kroger Co | 10.6 | ||
| Lockheed Martin Corp | 10.4 | ||
| Procter & Gamble Co | 10.2 | ||
| Merck & Co Inc | 9.9 | ||
| Watsco Inc | 9.5 | ||
| World Currency Gold Trust | 9.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,300 | 448.6 |
| (b) Individuals (high net worth individuals) | 64 | 108.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 7 | 8.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,982 | 565.4 |
| By Discretionary | ||
| Discretionary | 3,982 | 565.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,982 | 565.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 565.4 | |
| Total | 3,982 | 565.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973259] |
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|---|---|---|
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Leverty Financial Group LLC
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WI | 0.6 |
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Virtus ETF Advisers LLC
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CT | 0.6 |
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Cogentblue Wealth Advisors LLC
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Sherrill & Hutchins Financial Advisory Inc
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WICK Capital Partners LLC
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PA | 0.6 |
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Fischer Financial Services Inc
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PASI Investments LLC
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Collaborative Wealth Management Inc
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FL | 0.6 |
|
Rowland Miller Partners LLC
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GA | 0.6 |
|
Legacy Wealth Partners LLC
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CO | 0.6 |