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BUCHER WEALTH ADVISORS

BWA, LLC

CRD 154878 · SEC 801-123576

Visit website

1730 S. EL CAMINO REAL, SUITE 250, SAN MATEO, CA, 94402, United States

Phone

650-286-9606

Fax

650-286-9608

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$146.9M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals15$11.5M
High net worth individuals45$135.4M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD