BUCKLEY WEALTH

Legal name: BUCKLEY WEALTH MANAGEMENT, LLC

CRD 285823File 801-109016

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$644.0M

Above cohort median (national)

Discretionary AUM

$644.0M

Clients

224

614 accounts

Employees

Top 25% of cohort in NV

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Feb 17, 2017
Principal office: 10100 WEST CHARLESTON BLVD., #213, LAS VEGAS, NV, 89135-5001
Phone: 702-805-1010
Website: HTTPS://WWW.BUCKLEYWEALTH.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $644.0M
Discretionary AUM: $644.0M
Non-discretionary AUM: $0
Discretionary accounts: 614
Non-discretionary accounts: 0
Total accounts: 614
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$13.6M
Charitable organizations	7	$121.7M
High net worth individuals	124	$476.7M
Pension and profit sharing plans	Fewer than 5	$6.0M
Individuals (other than high net worth individuals)	86	$25.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
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
Aug 12, 2026	Registration	—	APPROVED

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.