Investment adviser · CRD 143638

BUCKEYE WEALTH MANAGEMENT LLC

Investment adviser filing (IA)

BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC

WESTERVILLE, OH, United States · Form ADV filed Apr 16, 2012

Regulatory AUM
$30.9M
Form ADV · Item 5.F
Client accounts
361
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Apr 16, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets

Principal office

155 COMMERCE PARK DRIVE, SUITE 2
WESTERVILLE, OH, 43082, United States

CRD 143638

Filing source

Form ADV 640345 · Apr 16, 2012 · 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.