Firm profile

BUCKLEY WEALTH MANAGEMENT, LLC

LAS VEGAS, NVCRD 285823Latest ADV March 31, 2026

Buckley Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 31, 2026, reports $644M in regulatory assets under management, 6 employees, and 614 accounts.

Assets Under Management
$644M
Employees
6
Offices
--
Total Clients
224
Primary office
LAS VEGAS, NV
10100 WEST CHARLESTON BLVD., #213, LAS VEGAS, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOSpencer L. Lennon

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
124
2
Individuals
38.4%
86
3
Charitable
3.1%
7
4
Corporations
3.1%
7
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$644Mas of March 31, 2026
Discretionary100.0%
$644M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$644M
Total Accounts614
10Y AUM Change+$644M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee37:1
10Y Employee Change+1 (+20.0%)

* 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.