Buchanan Wealth Management, LLC
● SEC registered since 2021CRD 316629SEC# 801-122567Reston, VA
Reg. AUM
$212M
Employees
4
Accounts
473
Location
Reston, VA
Buchanan Wealth Management, LLC assets under management
Buchanan Wealth Management, LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2021. It reports $212 million in regulatory assets under management and employs 4 people.
Buchanan Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Stewart Buchanan Control | Managing Member And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Buchanan Wealth Management, LLC manage?
Buchanan Wealth Management, LLC reports $212 million in regulatory assets under management on its Form ADV.
How many employees does Buchanan Wealth Management, LLC have?
Buchanan Wealth Management, LLC reports 4 employees.
Where is Buchanan Wealth Management, LLC located?
Buchanan Wealth Management, LLC is based in Reston, VA and has been SEC-registered since 2021.
Does Buchanan Wealth Management, LLC disclose fund performance?
Buchanan Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11710 Plaza America Drive, Suite 2000, Reston, VA 20190 |
| Phone | 703-956-2633 |
| Fax | (703) 956-2634 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$212M▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$212Mregulatory AUM
Discretionary $185.5MNon-discretionary $26.5M