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BUCHANAN WEALTH MANAGEMENT
BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629 · SEC 801-122567
11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, 20190, United States
Phone
703-956-2633
Fax
(703) 956-2634
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.0M
Discretionary AUM
$185.5M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $21.9M |
| High net worth individuals | 110 | $159.4M |
| Pension/profit sharing plans | 19 | $26.5M |
| Charitable organizations | 2 | $4.2M |
States served
DC, MD, VA, TX, FL
All web addresses on file
- https://www.facebook.com/buchananwealth
- https://www.buchananwealth.com/
- https://twitter.com/buchananwealth
- https://www.linkedin.com/in/buchananwealthmanagement/
- https://www.linkedin.com/in/goeunc/
- https://www.linkedin.com/in/danielle-fey-97399b207/
- https://www.linkedin.com/company/buchanan-wealth-management/
Official SEC filing: View on IAPD