BUCHER WEALTH ADVISORS

1730 S. El Camino Real, Suite 250
San Mateo, California 94402
Tel: 650-286-9606

About BUCHER WEALTH ADVISORS

BUCHER WEALTH ADVISORS, formally registered with the SEC as BUCHER WEALTH ADVISORS. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

BUCHER WEALTH ADVISORS is a San Mateo, California based Financial Planning firm with nearly $136,816,534 assets under management, offering retirement planning & investment advisory services to 236 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154878
SEC#	801-123576
Assets Managed by Firm	$136,816,534
No. of Clients	236
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	236	$136,816,534
Individuals (other than high net worth individuals)	17	$11,904,251
High net worth individuals	42	$124,912,283

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