Buchanan Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reston, VA. Its latest Form ADV filing, dated March 19, 2026, reports $212M in regulatory assets under management, 4 employees, and 473 accounts.
Assets Under Management
$212M
Employees
4
Offices
--
Total Clients
185
Primary office
RESTON, VA
11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
110
2
Individuals
29.2%
54
3
Pension Plans
10.3%
19
4
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 19, 2026
Discretionary87.5%
$186M
88% of total RAUM87.5%
Non-discretionary12.5%
$26M
12% of total RAUM12.5%
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$212M
Total Accounts473
10Y AUM Change+$212M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee46:1
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.