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| Buska Wealth Management LLC
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|---|---|
| CRD # | 170627 |
| SEC # | 801-122395 |
| CIK # | 0001910503 |
| AUM | 538.7 M (2026-06-09) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 715-355-4445 |
| Address | 510 N 17th Avenue Wausau, WI 54401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,505 | 308.2 |
| (b) Individuals (high net worth individuals) | 193 | 230.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,532 | 538.7 |
| By Discretionary | ||
| Discretionary | 3,532 | 538.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,532 | 538.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 538.7 | |
| Total | 3,532 | 538.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910503] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 36 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
IMC Advisors LLC
✚
|
IN | 540.0 M |
|
Spirit of America Management Corp
✚
|
NY | 540.0 M |
|
Dynamic Financial Group LLC
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|
IA | 539.6 M |
|
River Street Advisors LLC
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|
IL | 539.2 M |
|
Access Wealth Planning LLC
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|
NJ | 539.1 M |
|
Morris Financial Concepts Inc
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|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |
|
Rareview Capital LLC
✚
|
NV | 537.5 M |
|
Redmond Asset Management LLC
✚
|
VA | 537.2 M |