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BUCHANAN WEALTH MANAGEMENT
11710 Plaza America Drive
Suite 2000
Reston, Virginia 20190
Tel: 703-956-2633
About BUCHANAN WEALTH MANAGEMENT
BUCHANAN WEALTH MANAGEMENT, formally registered with the SEC as BUCHANAN WEALTH MANAGEMENT. The firm was established in 10/27/2021. They have over 1 offices throughout the country.
BUCHANAN WEALTH MANAGEMENT is a Reston, Virginia based Financial Planning firm with nearly $136,676,445 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316629 |
| SEC# | 801-122567 |
| Assets Managed by Firm | $136,676,445 |
| No. of Clients | 402 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 402 | $136,676,445 |
| Individuals (other than high net worth individuals) | 117 | $34,675,137 |
| High net worth individuals | 43 | $86,710,016 |
| Pension and profit sharing plans | 11 | $13,037,918 |
| Charitable organizations | 2 | $2,253,374 |
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