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BUCK WEALTH STRATEGIES, LLC
CRD 322138 · SEC 801-126075
4600 S. SYRACUSE STREET, SUITE 650, DENVER, CO, 80237, United States
Phone
888-210-6567
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.64B
Discretionary AUM
$1.64B
Team
102 total employees; 39 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2578 | $612.3M |
| High net worth individuals | 156 | $273.3M |
| Pension/profit sharing plans | 209 | $748.2M |
| Corporations/business entities | 5 | $9.1M |
States served
AK, AZ, AR, CA, CO, ID, IL, KS, KY, LA, MD, MI, MT, NE, NV, NM, NY, NC, OK, OR, SC, UT, VA, WI, WY, MO, WA, TX, NH, HI, FL, SD
All web addresses on file
Official SEC filing: View on IAPD