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| Buttonwood Wealth LLC
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|
|---|---|
| CRD # | 305896 |
| SEC # | 801-117676 |
| CIK # | |
| AUM | $234.0 MM (2023-03-16) |
| Employees | 6 (83% Investors, 50% Brokers) |
| Phone | 540-662-5233 |
| Address | 27 West Boscawen Street Winchester, VA 22601 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 250 | 69.8 |
| (b) Individuals (high net worth individuals) | 61 | 158.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 780 | 234.0 |
| By Discretionary | ||
| Discretionary | 770 | 233.7 |
| Non-Discretionary | 10 | 0.3 |
| Total | 780 | 234.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.0 | |
| Total | 780 | 234.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.2 |
|
Owen Larue LLC
✚
|
KY | 0.2 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.2 | |
|
Wealth Watch Advisors LLC
✚
|
CO | 0.2 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.2 |
|
Warther Private Wealth LLC
✚
|
OH | 0.2 |
|
Plan A Wealth LLC
✚
|
NE | 0.2 |
|
Monterey Wealth Partners LLC
✚
|
GA | 0.2 |
|
MPI Wealth Management LLC
✚
|
IL | 0.2 |
|
Advisory Partners LLC
✚
|
IL | 0.2 |