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| Buckley Wealth Management LLC
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|---|---|
| CRD # | 285823 |
| SEC # | 801-109016 |
| CIK # | 0001730126 |
| AUM | 644.0 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 702-805-1010 |
| Address | 10100 West Charleston Blvd Las Vegas, NV 89135-5001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 39.4 | ||
| Microsoft Corp | 25.8 | ||
| Chevron Corp | 24.4 | ||
| Alphabet Inc | 24.4 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Amazon Com Inc | 16.5 | ||
| Johnson & Johnson | 14.5 | ||
| Costco Wholesale Corp /NEW | 14.2 | ||
| Amgen Inc | 11.6 | ||
| Cisco Systems Inc | 9.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 25.9 |
| (b) Individuals (high net worth individuals) | 124 | 476.7 |
| (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 | 6.0 |
| (h) Charitable organizations | 7 | 121.7 |
| (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 | 13.6 |
| (n) Other | 0 | 0.0 |
| Total | 614 | 644.0 |
| By Discretionary | ||
| Discretionary | 614 | 644.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 614 | 644.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 644.0 | |
| Total | 614 | 644.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730126] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
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|---|---|---|
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