Bucher Wealth Advisors

Bucher Wealth Advisors (CRD# 154878) is a financial advisory firm headquartered in San Mateo, CA. They manage $119,703,828 in 231 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1730 S. El Camino Real, Suite 250, San Mateo, CA 94402
http://www.bucherwa.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $518,198
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Bucher Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Brett Bucher, financial advisor San Mateo CA
Brett M. Bucher
CRD#: 3166791
1730 S. El Camino Real, Suite 250, San Mateo, CA 94402

Brett Bucher (CRD# 3166791) is an Investment Advisor Representative working at Bucher Wealth Advisors in San Mateo, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals