SourcingSourcing

BUCHANAN WEALTH MANAGEMENT, LLC

C32
CRD 316629·SEC 801-122567·RESTON, VA
AUM
$212.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUCHANAN WEALTH MANAGEMENT, LLC
CRD
316629
SEC file #
801-122567
EIN
—
DBA names
Buchanan Wealth Management

Economics

AUM
$212.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$120.5M → $212.0M▲ +76%
Client mix
Individuals High Net Worth110
Individuals Other54
Pension Profit Sharing Plans19
Charitable Organizations2

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
RESTON VA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
linkedin.com/in/danielle-fey-97399b207(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUCHANAN, MATTHEW, STEWART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BUCHANAN, MATTHEW, STEWART
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:buchanan.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4475
Soi Zip Pct 200k Plus
0.1745
Soi Zip Returns 200k Plus
2110
Soi Zip Total AGI
1,687,485
Fdic Zip Total Deposits
85,162,693,000
Fdic Zip Branch Count
441
Fdic Zip Top Banks
Citibank, Federal Savings Bank
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
The George Mason BankReston, VA
Citibank, Federal Savings BankSan Francisco, CA
Fdic Zip HHI
1334.26
Fdic Zip Top Bank Share Pct
27.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,494
Returns2,000
Stub 2
AGI60,631
Returns1,620
Stub 3
AGI97,187
Returns1,560
Soi Zip Total Business Income
45,310
Soi Zip Total Cap Gains
87,627
Soi Zip Total Dividends
48,855
Soi Zip Total Returns
12,090
Top Owner CRD
4557312
Trust Company Affiliate
No

People (2)

2
BUCHANAN, MATTHEW, STEWART
IAR · Direct Owner · 87.5%
4557312
GOEUN CHOI
IAR
6964788