SAN MATEO, CACRD 154878Latest ADV January 28, 2026
Bucher Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated January 28, 2026, reports $147M in regulatory assets under management, 1 employee, and 230 accounts.
Assets Under Management
$147M
Employees
1
Offices
--
Total Clients
60
Primary office
SAN MATEO, CA
1730 S. EL CAMINO REAL, SUITE 250, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
45
2
Individuals
25.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of January 28, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$147M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts230
10Y AUM Change+$32M (+27.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee60:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.