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| Buck Wealth Strategies LLC
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| CRD # | 322138 |
| SEC # | 801-126075 |
| CIK # | 0001973259 |
| AUM | 1,643.0 M (2026-06-24) |
| Employees | 102 (38% Investors, 41% Brokers) |
| Phone | 888-210-6567 |
| Address | 4600 S Syracuse Street Denver, CO 80237 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001973259 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.5 | ||
| Microsoft Corp | 16.9 | ||
| Alphabet Inc | 16.5 | ||
| J P Morgan Chase & Co | 16.4 | ||
| Amazon Com Inc | 16.3 | ||
| Verizon Communications Inc | 14.8 | ||
| World Currency Gold Trust | 14.5 | ||
| Lockheed Martin Corp | 14.3 | ||
| Wal Mart Stores Inc | 14.0 | ||
| Amgen Inc | 13.4 | ||
| Kroger Co | 13.4 | ||
| Coca Cola Co | 13.3 | ||
| Merck & Co Inc | 13.2 | ||
| Waste Management Inc | 13.1 | ||
| Hewlett Packard Co | 13.0 | ||
| UnitedHealth Group Inc | 12.9 | ||
| Intuit Inc | 12.1 | ||
| Paypal Holdings Inc | 11.9 | ||
| Procter & Gamble Co | 11.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,578 | 612.3 |
| (b) Individuals (high net worth individuals) | 156 | 273.3 |
| (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 | 209 | 748.2 |
| (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 | 5 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 5,193 | 1,643.0 |
| By Discretionary | ||
| Discretionary | 5,193 | 1,643.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5,193 | 1,643.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,643.0 | |
| Total | 5,193 | 1,643.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973259] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weatherly Asset Management LP
✚
|
CA | 1,678.0 M |
|
Journey Advisory Group LLC
✚
|
KY | 1,654.1 M |
|
Personal CFO Solutions LLC
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|
NJ | 1,649.3 M |
|
Lyell Wealth Management LP
✚
|
CA | 1,647.1 M |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1,644.7 M |
|
Scarborough Advisors LLC
✚
|
MD | 1,643.4 M |
|
ISC Advisors Inc
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|
TX | 1,617.8 M |
|
Fortis Capital Advisors LLC
✚
|
KS | 1,615.6 M |
|
Sierra Capital LLC
✚
|
FL | 1,612.3 M |
|
Momentum Independent Network Inc
✚
|
TX | 1,609.5 M |