Buttonwood Wealth, LLC
● SEC registered since 2019CRD 305896SEC# 801-117676Winchester, VA
Reg. AUM
$425.3M
Employees
7
Accounts
1,062
Location
Winchester, VA
Buttonwood Wealth, LLC assets under management
Buttonwood Wealth, LLC is an SEC-registered investment adviser based in Winchester, VA. The firm has been registered since 2019. It reports $425.3 million in regulatory assets under management and employs 7 people.
Buttonwood Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Allen Hahn Control | Managing Member/Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Buttonwood Wealth, LLC manage?
Buttonwood Wealth, LLC reports $425.3 million in regulatory assets under management on its Form ADV.
How many employees does Buttonwood Wealth, LLC have?
Buttonwood Wealth, LLC reports 7 employees.
Where is Buttonwood Wealth, LLC located?
Buttonwood Wealth, LLC is based in Winchester, VA and has been SEC-registered since 2019.
Does Buttonwood Wealth, LLC disclose fund performance?
Buttonwood Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27 West Boscawen Street, Winchester, VA 22601 |
| Phone | 540-662-5233 |
| Fax | 540-602-5482 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$425.3M▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$425.3Mregulatory AUM
Discretionary $424.6MNon-discretionary $694K