BUTTONWOOD WEALTH

27 West Boscawen Street
Winchester, Virginia 22601
Tel: 540-662-5233

About BUTTONWOOD WEALTH

BUTTONWOOD WEALTH, formally registered with the SEC as BUTTONWOOD WEALTH. The firm was established in 11/21/2019. They have over 2 offices throughout the country.

BUTTONWOOD WEALTH is a Winchester, Virginia based Financial Planning firm with nearly $306,948,786 assets under management, offering retirement planning & investment advisory services to 836 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305896
SEC#	801-117676
Assets Managed by Firm	$306,948,786
No. of Clients	836
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Other (THIRD PARTY REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	836	$306,948,786
Individuals (other than high net worth individuals)	257	$74,664,166
High net worth individuals	82	$223,424,901
Charitable organizations	1	$7,670,405
Corporations or other businesses	2	$1,189,314

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VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
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