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Buchanan Wealth Management, LLC

● SEC registered since 2021CRD 316629SEC# 801-122567Reston, VA
Export (members)
Reg. AUM
$157.3M
Employees
4
Accounts
417
Location
Reston, VA

Buchanan Wealth Management, LLC assets under management

Buchanan Wealth Management, LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2021. It reports $157.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/in/danielle-fey-97399b207View on SEC.gov ↗

Buchanan Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Stewart Buchanan ControlManaging Member And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Buchanan Wealth Management, LLC manage?

Buchanan Wealth Management, LLC reports $157.3 million in regulatory assets under management on its Form ADV.

How many employees does Buchanan Wealth Management, LLC have?

Buchanan Wealth Management, LLC reports 4 employees.

Where is Buchanan Wealth Management, LLC located?

Buchanan Wealth Management, LLC is based in Reston, VA and has been SEC-registered since 2021.

Does Buchanan Wealth Management, LLC disclose fund performance?

Buchanan Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11710 Plaza America Drive, Suite 2000, Reston, VA 20190
Phone703-956-2633
Fax(703) 956-2634
Office hours5-Sep
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$139.2M
Non-discretionary$18.1M
Total (RAUM)$157.3M