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| Happy Holidays!! thanks for using AUM13F!! |
| Buckley Wealth Management LLC
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| CRD # | 285823 |
| SEC # | 801-109016 |
| CIK # | 0001730126 |
| AUM | $583.2 M (2025-07-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 702-805-1010 |
| Address | 10100 West Charleston Blvd Las Vegas, NV 89135-5001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 34.5 | ||
| Apple Inc | 32.3 | ||
| Chevron Corp | 17.3 | ||
| J P Morgan Chase & Co | 17.1 | ||
| Amazon Com Inc | 16.6 | ||
| Alphabet Inc | 15.1 | ||
| Exxon Mobil Corp | 11.7 | ||
| Costco Wholesale Corp /NEW | 9.8 | ||
| Amgen Inc | 9.3 | ||
| Johnson & Johnson | 9.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 26.5 |
| (b) Individuals (high net worth individuals) | 119 | 430.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.5 |
| (h) Charitable organizations | 7 | 105.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 583.2 |
| By Discretionary | ||
| Discretionary | 594 | 583.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 594 | 583.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 583.2 | |
| Total | 594 | 583.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730126] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stolper & Company
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|
CA | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Ma Private Wealth LLC
✚
|
CA | 0.6 |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.6 |
|
QTR Family Wealth LLC
✚
|
FL | 0.6 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.6 |
|
BKM Wealth Management LLC
✚
|
WI | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
Sandy Cove Advisors LLC
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|
MA | 0.6 |
|
Family WMS LLC
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|
GA | 0.6 |