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BUCK WEALTH STRATEGIES, LLC
CRD 322138File 801-126075
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.64B
Top 25% of cohort (national)
Discretionary AUM
$1.64B
Clients
2,948
5,193 accounts
Employees
102
Top 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 12, 2022
- Principal office
- 4600 S. SYRACUSE STREET, SUITE 650, DENVER, CO, 80237
- Phone
- 888-210-6567
- Website
- https://eabuck.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.64B
- Discretionary AUM
- $1.64B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5,193
- Non-discretionary accounts
- 0
- Total accounts
- 5,193
- AUM per client
- $557K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $9.1M |
| High net worth individuals | 156 | $273.3M |
| Pension and profit sharing plans | 209 | $748.2M |
| Individuals (other than high net worth individuals) | 2,578 | $612.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- 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
- Yes
- Firm Custody Clients
- Yes
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 66 | 102 | increased by36 |
| Apr 1, 2026 | Clients | 2,371 | 2,948 | increased by577 |
| Apr 1, 2026 | AUM | $565,377,646 | $1,642,992,371 | increased by$1,077,614,725 |
| Apr 1, 2026 | Accounts | 3,982 | 5,193 | increased by1,211 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 66 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $565,377,646 | increased by$565,377,646 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 3,982 | increased by3,982 |
| Aug 1, 2022 | 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 “BUCK WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BUCK 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.