Buck Wealth Strategies, LLC
Denver, CO·SEC-registered · CRD #322138
Buck Wealth Strategies, LLC is an SEC-registered investment advisory firm in Denver, CO managing $1.6B across 5.2k client accounts, with 39 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
5.2k
Advisory staff
39
Fee model
Fee-based
How Buck Wealth Strategies, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Buck Wealth Strategies, LLC
How much does Buck Wealth Strategies, LLC manage?
Per its most recent SEC Form ADV filing (06/24/2026), Buck Wealth Strategies, LLC reports $1.6B in regulatory assets under management across roughly 5.2k client accounts.
How does Buck Wealth Strategies, LLC charge?
Buck Wealth Strategies, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Buck Wealth Strategies, LLC a fiduciary?
Yes. Buck Wealth Strategies, LLC is registered with the U.S. Securities and Exchange Commission (CRD #322138), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Buck Wealth Strategies, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Buck Wealth Strategies, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Buck Wealth Strategies, LLC's public SEC Form ADV filing (CRD #322138, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Buck Wealth Strategies, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Buck Wealth Strategies, LLC? Claim this profile.