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BUCHANAN WEALTH MANAGEMENT
Legal name: BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629File 801-122567
APPROVED
Retail clients
Filing as of Aug 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$212.0M
Below cohort median (national)
Discretionary AUM
$185.5M
Non-discretionary $26.5M
Clients
185
473 accounts
Employees
4
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 174 | 185 | increased by11 |
| Apr 1, 2026 | AUM | $157,319,802 | $212,012,187 | increased by$54,692,385 |
| Apr 1, 2026 | Accounts | 417 | 473 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 174 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $120,482,531 | $157,319,802 | increased by$36,837,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 358 | 417 | increased by59 |
| Apr 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| Apr 1, 2022 | Clients | 0 | 169 | increased by169 |
| Apr 1, 2022 | AUM | $0 | $120,482,531 | increased by$120,482,531 |
| Apr 1, 2022 | Accounts | 0 | 358 | increased by358 |
| Nov 1, 2021 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BUCHANAN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUCHANAN 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.