Investment adviser · CRD 322138
BUCK WEALTH STRATEGIES, LLC
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Jul 7, 2026
- Regulatory AUM
- $1.64B Form ADV · Item 5.F
- Client accounts
- 5,193 Accounts, not individual clients
- Employees
- 102 Reported in this filing
- Advisory professionals
- 39 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 209 | $748,247,248 | 45.5% |
| Individuals | 2,578 | $612,341,526 | 37.3% |
| High-net-worth individuals | 156 | $273,282,320 | 16.6% |
| Corporations & businesses | 5 | $9,121,277 | 0.6% |
Filing source
Form ADV 2118078 · Jul 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 7, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
4600 S. SYRACUSE STREET, SUITE 650DENVER, CO, 80237, United States
CRD 322138
Filing source
Form ADV 2118078 · Jul 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.