Buck Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 10, 2026, reports $1.6B in regulatory assets under management, 102 employees, 15 offices, and 5,193 accounts.
Assets Under Management
$1.6B
Employees
102
Offices
15 offices
Total Clients
2,948
Primary office
DENVER, CO
4600 S. SYRACUSE STREET, SUITE 650, DENVER, CO, United States
Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
2,578
2
Pension Plans
7.1%
209
3
HNWI
5.3%
156
4
Corporations
0.2%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 10, 2026
Discretionary100.0%
$1.6B
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$1.6B
Total Accounts5,193
10Y AUM Change+$1.6B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees102
Clients per Employee29:1
10Y Employee Change+81 (+385.7%)
* 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.