BUCHANAN WEALTH MANAGEMENT

Legal name: BUCHANAN WEALTH MANAGEMENT, LLC

CRD 316629File 801-122567

APPROVED

Retail clients

Filing as of Aug 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$212.0M

Below cohort median (national)

Discretionary AUM

$185.5M

Non-discretionary $26.5M

Clients

185

473 accounts

Employees

Below cohort median in VA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 27, 2021
Principal office: 11710 PLAZA AMERICA DRIVE, SUITE 2000, RESTON, VA, 20190
Phone: 703-956-2633
Website: https://www.facebook.com/buchananwealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $212.0M
Discretionary AUM: $185.5M
Non-discretionary AUM: $26.5M
Discretionary accounts: 454
Non-discretionary accounts: 19
Total accounts: 473
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$4.2M
High net worth individuals	110	$159.4M
Pension and profit sharing plans	19	$26.5M
Individuals (other than high net worth individuals)	54	$21.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
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
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.