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Home > Retirement Planners > wisconsin > wausau > BUSKA WEALTH MANAGEMENT, LLC
BUSKA WEALTH MANAGEMENT, LLC
510 N. 17th Avenue
Suite A
Wausau, Wisconsin 54401
Tel: 715-355-4445
About BUSKA WEALTH MANAGEMENT, LLC
BUSKA WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUSKA WEALTH MANAGEMENT, LLC. The firm was established in 09/27/2021. They have over 2 offices throughout the country.
BUSKA WEALTH MANAGEMENT, LLC is a Wausau, Wisconsin based Financial Planning firm with nearly $393,600,000 assets under management, offering retirement planning & investment advisory services to 3001 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170627 |
| SEC# | 801-122395 |
| Assets Managed by Firm | $393,600,000 |
| No. of Clients | 3001 |
| No. of Advisors | 8 |
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 | 3001 | $393,600,000 |
| Individuals (other than high net worth individuals) | 2200 | $273,000,000 |
| High net worth individuals | 80 | $120,600,000 |
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