WINCHESTER, VACRD 305896Latest ADV February 11, 2026
Buttonwood Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winchester, VA. Its latest Form ADV filing, dated February 11, 2026, reports $425M in regulatory assets under management, 7 employees, 2 offices, and 1,062 accounts.
Assets Under Management
$425M
Employees
7
Offices
2 offices
Total Clients
406
Primary office
WINCHESTER, VA
27 WEST BOSCAWEN STREET, WINCHESTER, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
292
2
HNWI
26.4%
107
3
Charitable
1.2%
5
4
Corporations
0.5%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of February 11, 2026
Discretionary99.8%
$425M
100% of total RAUM99.8%
Non-discretionary0.2%
$694K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$425M
Total Accounts1,062
10Y AUM Change+$425M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee58:1
10Y Employee Change+2 (+40.0%)
* 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.