BUTTONWOOD WEALTH

Legal name: BUTTONWOOD WEALTH, LLC

CRD 305896File 801-117676

APPROVED

Retail clients

Custody

Filing as of Feb 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$425.3M

Below cohort median (national)

Discretionary AUM

$424.6M

Non-discretionary $694K

Clients

406

1,062 accounts

Employees

Above cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Nov 21, 2019
Principal office: 27 WEST BOSCAWEN STREET, WINCHESTER, VA, 22601
Phone: 540-662-5233
Website: https://www.linkedin.com/company/buttonwood-wealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $425.3M
Discretionary AUM: $424.6M
Non-discretionary AUM: $694K
Discretionary accounts: 1,049
Non-discretionary accounts: 13
Total accounts: 1,062
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.5M
Charitable organizations	5	$9.4M
High net worth individuals	107	$326.4M
Individuals (other than high net worth individuals)	292	$88.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — THIRD PARTY REFERRAL FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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: Yes
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.