Buck Wealth Strategies, LLC
● SEC registered since 2022CRD 322138SEC# 801-126075Denver, CO
Reg. AUM
$1.64B
Employees
102
Accounts
5,193
Location
Denver, CO
Buck Wealth Strategies, LLC assets under management
Buck Wealth Strategies, LLC operates as an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2022. It reports $1.6 billion in regulatory assets under management and employs 102 people.
Buck Wealth Strategies, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Buck Enterprises, Inc. Control | Managing Member | Over 75% | 2022 |
| Jeffrey David Buck Control | Chief Investment Officer | Under 5% | 2022 |
| Roger Alan Craig Control | Chief Compliance Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Buck Wealth Strategies, LLC manage?
Buck Wealth Strategies, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Buck Wealth Strategies, LLC have?
Buck Wealth Strategies, LLC reports 102 employees.
Where is Buck Wealth Strategies, LLC located?
Buck Wealth Strategies, LLC is based in Denver, CO and has been SEC-registered since 2022.
Does Buck Wealth Strategies, LLC disclose fund performance?
Buck Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4600 S. Syracuse Street, Suite 650, Denver, CO 80237 |
| Phone | 888-210-6567 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.64B▲ 448%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$1.64Bregulatory AUM
Discretionary $1.64B