Buska Wealth Management LLC

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Assets, Funds, Holdings

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Buska Wealth Management LLC
CRD #170627
SEC #801-122395
CIK #0001910503
AUM $425.2 M (2025-06-24)
Employees 8 (100% Investors, 0% Brokers)
Phone715-355-4445
Address510 N 17th Avenue
Wausau, WI 54401
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram]
Total AUM ($M)
4503602701809002011201620212026
Sector Form 13F Holdings Value ($M)
Ultimate Novelty Sports Inc 1.1
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
4003202401608002022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 2,102 303.3
(b) Individuals (high net worth individuals) 130 121.9
(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 3,275 425.2
By Discretionary
Discretionary 3,275 425.2
Non-Discretionary 0 0.0
Total 3,275 425.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 425.2
Total 3,275 425.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001910503]
Comparable Firms State AUM ($B)
Graybill Wealth Management Ltd
IL 0.4
Monte Financial Group LLC
CT 0.4
Acorn Creek Capital LLC
CO 0.4
MKD Wealth Coaches LLC
MI 0.4
Maltin Wealth Management Inc
0.4
Financial Network Wealth Advisors LLC
UT 0.4
Triad Wealth Partners LLC
KS 0.4
Peavine Capital LLC
0.4
Alliance Wealth Management Group LLC
NJ 0.4
ENZI Wealth LLC
TX 0.4
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