1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BUCKEYE WEALTH MANAGEMENT LLC

Map pinWESTERVILLE, OH
Phone614-839-2090
NotebookSEC #801-67821
Total AUM
$30.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 COMMERCE PARK DRIVE
SUITE 2
WESTERVILLE
OH 43082
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
614-839-2090

ReceiptFinancials

Total AUM
$30.9M
Accounts
361
Discretionary
$12.9M
Accounts
201
Non-Discretionary
$18M
Accounts
160

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
OH

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account