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BUCK WEALTH STRATEGIES, LLC
CRD 322138File 801-126075
APPROVED
Retail clients
Custody
Filing as of Jul 7, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.