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Buska Wealth Management, LLC

● SEC registered since 2021CRD 170627SEC# 801-122395Wausau, WI
Export (members)
Reg. AUM
$425.2M
Employees
9
Accounts
3,275
Location
Wausau, WI

Buska Wealth Management, LLC assets under management

Buska Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Wausau, WI. The firm has been registered since 2021. It reports $425.2 million in regulatory assets under management and employs 9 people.
www.buskabook.comView on SEC.gov ↗

Buska Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cole James Bruner ControlChief Compliance OfficerOver 75%2011
Kailey Elizabeth Berendsen ControlVice President/ Investment Advisor RepresentativeUnder 5%2025

Frequently asked questions

How much does Buska Wealth Management, LLC manage?

Buska Wealth Management, LLC reports $425.2 million in regulatory assets under management on its Form ADV.

How many employees does Buska Wealth Management, LLC have?

Buska Wealth Management, LLC reports 9 employees.

Where is Buska Wealth Management, LLC located?

Buska Wealth Management, LLC is based in Wausau, WI and has been SEC-registered since 2021.

Does Buska Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address510 N. 17th Avenue, Suite a, Wausau, WI 54401
Phone715-355-4445
Fax715-355-4445
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$425.2M
Non-discretionary$0
Total (RAUM)$425.2M