BUSKA WEALTH MANAGEMENT, LLC

CRD 170627File 801-122395

APPROVED

Retail clients

Filing as of Jun 9, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$538.7M

Above cohort median (national)

Discretionary AUM

$538.7M

Clients

1,698

3,532 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 27, 2021
Principal office: 510 N. 17TH AVENUE, SUITE A, WAUSAU, WI, 54401
Phone: 715-355-4445
Website: https://www.buskabook.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $538.7M
Discretionary AUM: $538.7M
Non-discretionary AUM: $0
Discretionary accounts: 3,532
Non-discretionary accounts: 0
Total accounts: 3,532
AUM per client: $317K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	193	$230.5M
Individuals (other than high net worth individuals)	1,505	$308.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
May 1, 2026	Clients	1,685	1,698	increased by13
May 1, 2026	AUM	$528,827,504	$538,727,785	increased by$9,900,281
May 1, 2026	Accounts	3,520	3,532	increased by12
Mar 1, 2026	Employees	9	8	decreased by1
Mar 1, 2026	Clients	1,560	1,685	increased by125
Mar 1, 2026	AUM	$499,417,877	$528,827,504	increased by$29,409,627
Mar 1, 2026	Accounts	3,340	3,520	increased by180
Dec 1, 2025 vs May 1, 2025	Employees	8	9	increased by1
Dec 1, 2025 vs May 1, 2025	Clients	2,280	1,560	decreased by720
Dec 1, 2025 vs May 1, 2025	AUM	$393,600,000	$499,417,877	increased by$105,817,877
Dec 1, 2025 vs May 1, 2025	Accounts	3,001	3,340	increased by339
May 1, 2025 vs Oct 1, 2022	Employees	5	8	increased by3
May 1, 2025 vs Oct 1, 2022	Clients	1,019	2,280	increased by1,261
May 1, 2025 vs Oct 1, 2022	AUM	$150,407,360	$393,600,000	increased by$243,192,640
May 1, 2025 vs Oct 1, 2022	Accounts	1,354	3,001	increased by1,647

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “BUSKA WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUSKA WEALTH” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.