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Buttonwood Wealth, LLC

● SEC registered since 2019CRD 305896SEC# 801-117676Winchester, VA
Export (members)
Reg. AUM
$306.9M
Employees
6
Accounts
836
Location
Winchester, VA

Buttonwood Wealth, LLC assets under management

Buttonwood Wealth, LLC is an SEC-registered investment adviser based in Winchester, VA. The firm has been registered since 2019. It reports $306.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/buttonwood-wealthView on SEC.gov ↗

Buttonwood Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Allen Hahn ControlManaging Member/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Buttonwood Wealth, LLC manage?

Buttonwood Wealth, LLC reports $306.9 million in regulatory assets under management on its Form ADV.

How many employees does Buttonwood Wealth, LLC have?

Buttonwood Wealth, LLC reports 6 employees.

Where is Buttonwood Wealth, LLC located?

Buttonwood Wealth, LLC is based in Winchester, VA and has been SEC-registered since 2019.

Does Buttonwood Wealth, LLC disclose fund performance?

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

Contact & registration

Address27 West Boscawen Street, Winchester, VA 22601
Phone540-662-5233
Fax540-602-5482
Office hours8:00a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$306.4M
Non-discretionary$582K
Total (RAUM)$306.9M