SourcingSourcing

BUCK WEALTH STRATEGIES, LLC

C20
CRD 322138·SEC 801-126075·DENVER, CO
AUM
$1.64B
$1B+
Est. Revenue
$16.4M
@ 1% on AUM
Est. EBITDA
$4.9M
@ 30% margin
Est. Deal Value
$39.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BUCK WEALTH STRATEGIES, LLC
CRD
322138
SEC file #
801-126075
EIN
882492575
DBA names
—

Economics

AUM
$1.64B
AUM band
$1B+
AUM trajectory
'23'26
$104.9M → $1.64B▲ +1466%
Client mix
Individuals Other2,578
Pension Profit Sharing Plans209
Individuals High Net Worth156
Corporations5

Operations

Employees (total)
102
Advisory staff (per ADV)
39
Advisory staff (5-yr trend)
'23'26
1 advisors → 39 advisors▲ +3800%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
linkedin.com/company/ea-buck/mycompany(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUCK ENTERPRISES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BUCK ENTERPRISES, INC.
Buck, Jeffrey, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001973259
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-10-30
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001973259-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
32
Bc Firm Active IA Count
46
Bc Firm IAR Count
46
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
4600 S. SYRACUSE STSUITE 650DENVER, CO 80237
Business
4600 S. SYRACUSE STSUITE 650DENVER, CO 80237
Edgar EIN
882492575
Edgar Recent Filings
13F-HR2026-05-08 · 0001973259-26-000002
13F-HR2026-02-03 · 0001973259-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (47)

47
Buck, Jeffrey, David
IAR · Executive Officer · 2.5%
4884887
Craig, Roger, Alan
Executive Officer · 2.5%
7236073
Evan Cutler
IAR
6904666
Kevin Kyoichi Nitta
IAR
7463253
Michael Kevin Cottet
IAR
7186105
Michael Hou
IAR
7745223
Kyrie Elizabeth Greathouse
IAR
7645271
Tait Michael McGowan
IAR
7940424
Richard Warren Payne
IAR
6838588
Jacob Myers
IAR
7651211
DANIEL THYFAULT
IAR
6516106
Alvin Masanori Abe
IAR
1681818
CYNTHIA HODGES
IAR
4292548
SCOTT MICHAEL TUSA
IAR
5653355
Ashley C Robinson
IAR
5090538
PATTERSON JAMES MCKINLAY
IAR
2515175
Kaila Jean Woo
IAR
7129337
Brandi-Ayn Sachiko Kamano
IAR
6965555
Terry Brent Bunn
IAR
6436099
Joseph Manglona
IAR
7727307
JAKE SOO YONG
IAR
5775836
John Ingraham
IAR
6690266
Michael Jay Sato
IAR
6994251
Mark Steven Arola
IAR
6600487
Kerry Chamberlin
IAR
6414321
Keith Brand
IAR
4007982
Katie Christine Buck
IAR
4884942
Lynn Blair Thurgood
IAR
2721398
Brandon Alexander Thurgood
IAR
6933866
Daniel Werts
IAR
6610699
Dustin McDonald
IAR
5854078
Claudia Elizabeth Moreno
IAR
6181948
Allison Betts
IAR
7147971
Ashley Wright
IAR
6697323
Arthur Austin
IAR
6182258
Nicholas Frank Roth
IAR
6785343
David Bartlett
IAR
7352594
KEVIN LYLE SHELTON
IAR
2357011
Todd Sargent Strasser
IAR
5536716
Kirk Norman Matteson
IAR
4819671
Robert Y Lee
IAR
2268372
Russell Whitehead
IAR
6694283
Trent Richardson
IAR
7930952
Lynn Strawn Berlenbach
IAR
7271382
Hyunsoo Joseph Jang
IAR
7549740
Timothy M White
IAR
6369509
Jacqueline Martinez
IAR
7851026