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| Happy Holidays!! thanks for using AUM13F!! |
| Buttonwood Wealth LLC
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| CRD # | 305896 |
| SEC # | 801-117676 |
| CIK # | |
| AUM | $306.9 M (2025-02-13) |
| Employees | 6 (83% Investors, 50% Brokers) |
| Phone | 540-662-5233 |
| Address | 27 West Boscawen Street Winchester, VA 22601 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 74.7 |
| (b) Individuals (high net worth individuals) | 82 | 223.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 7.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.2 |
| (n) Other | 0 | 0.0 |
| Total | 836 | 306.9 |
| By Discretionary | ||
| Discretionary | 824 | 306.4 |
| Non-Discretionary | 12 | 0.6 |
| Total | 836 | 306.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.9 | |
| Total | 836 | 306.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Pro Advisors Inc
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|
FL | 0.3 |
|
Stonecrest Wealth Management Inc
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AZ | 0.3 |
|
Wealth Benefit Advisors LLC
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TX | 0.3 |
|
Everest Management Corp
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|
CA | 0.3 |
|
Kleinfelder Capital Inc
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|
OH | 0.3 |
|
Scala Capital LLC
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|
FL | 0.3 |
|
Kondo Wealth Advisors Inc
✚
|
CA | 0.3 |
|
Brady Family Wealth LLC
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|
MO | 0.3 |
|
Cottonwood Capital Advisors LLC
✚
|
UT | 0.3 |
|
Lodestone Wealth Management LLC
✚
|
WA | 0.3 |