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Building 2BUCKLEY WEALTH MANAGEMENT, LLC

Map pinLAS VEGAS, NV
Phone702-805-1010
NotebookSEC #801-109016
Total AUM
$644M
Employees
6
Clients
225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10100 WEST CHARLESTON BLVD.
#213
LAS VEGAS
NV 89135-5001
United States
Operating Hours
6:30AM - 4:00 PM
FRIDAY 1:00PM CLOSURE
Phone
702-805-1010

ReceiptFinancials

Total AUM
$644M
Accounts
614
Discretionary
$644M
Accounts
614
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$25.9M
HNW Individual Clients
124
AUM
$476.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6M
Charitable Organization Clients
7
AUM
$121.7M
Corporation or Business Clients
7
AUM
$13.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHIIDLANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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