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Buck Wealth Strategies, LLC

● SEC registered since 2022CRD 322138SEC# 801-126075Denver, CO
Export (members)
Reg. AUM
$565.4M
Employees
66
Accounts
3,982
Location
Denver, CO

Buck Wealth Strategies, LLC assets under management

Buck Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2022. It reports $565.4 million in regulatory assets under management and employs 66 people.
www.linkedin.com/company/ea-buck/mycompanyView on SEC.gov ↗

Buck Wealth Strategies, LLC owners & executives

7 reported
NameTitleOwnershipSince
Buck Enterprises, Inc. ControlManaging MemberOver 75%2022
James Shigeo Dixon ControlChief Compliance OfficerUnder 5%2024
Jeffrey David Buck ControlChief Investment OfficerUnder 5%2022
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Frequently asked questions

How much does Buck Wealth Strategies, LLC manage?

Buck Wealth Strategies, LLC reports $565.4 million in regulatory assets under management on its Form ADV.

How many employees does Buck Wealth Strategies, LLC have?

Buck Wealth Strategies, LLC reports 66 employees.

Where is Buck Wealth Strategies, LLC located?

Buck Wealth Strategies, LLC is based in Denver, CO and has been SEC-registered since 2022.

Does Buck Wealth Strategies, LLC disclose fund performance?

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

Contact & registration

Address4600 S. Syracuse Street, Suite 650, Denver, CO 80237
Phone888-210-6567
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$565.4M
Non-discretionary$0
Total (RAUM)$565.4M