Buska Wealth Management, LLC
● SEC registered since 2021CRD 170627SEC# 801-122395Wausau, WI
Reg. AUM
$538.7M
Employees
8
Accounts
3,532
Location
Wausau, WI
Buska Wealth Management, LLC assets under management
Buska Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Wausau, WI. The firm has been registered since 2021. It reports $538.7 million in regulatory assets under management and employs 8 people.
Buska Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cole James Bruner Control | Chief Compliance Officer | Over 75% | 2011 |
| Kailey Elizabeth Berendsen Control | Vice President/ Investment Advisor Representative | Under 5% | 2025 |
| Nicole Graveen Control | Chief Operations Officer | Under 5% | 2026 |
Frequently asked questions
How much does Buska Wealth Management, LLC manage?
Buska Wealth Management, LLC reports $538.7 million in regulatory assets under management on its Form ADV.
How many employees does Buska Wealth Management, LLC have?
Buska Wealth Management, LLC reports 8 employees.
Where is Buska Wealth Management, LLC located?
Buska Wealth Management, LLC is based in Wausau, WI and has been SEC-registered since 2021.
Does Buska Wealth Management, LLC disclose fund performance?
Buska 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 | 510 N. 17th Avenue, Suite a, Wausau, WI 54401 |
| Phone | 715-355-4445 |
| Fax | 715-355-4445 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$538.7M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$538.7Mregulatory AUM
Discretionary $538.7M