Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC (CRD# 322138) is a financial advisory firm headquartered in Denver, CO. They manage $299,865,422 in 1,979 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
4600 S. Syracuse Street, Suite 650, Denver, CO 80237
https://www.linkedin.com/company/ea-buck/mycompany
By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    1,979
    ACCOUNTS
  • Average Account Value
    $151,524
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, HI, NC, NM, NV, NY, OR, SC, TX, UT, WA, WI

Financial Advisors at Buck Wealth Strategies, LLC
Showing 11 - 15 of 15 top financial advisors.
11
Alvin Abe, financial advisor Honolulu HI
Alvin M. Abe
CRD#: 1681818
55 Merchant Street, Suite 2100, Honolulu, HI 96813

Alvin Abe (CRD# 1681818) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has over 36 years of experience in the finance industry.

12
Arthur Austin, financial advisor Denver CO
Arthur Austin
CRD#: 6182258
4600 S. Syracuse Street, Suite 650, Denver, CO 80237

Arthur Austin (CRD# 6182258) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Denver, CO and has over 2 years of experience in the finance industry.

13
Lynn Berlenbach, financial advisor Honolulu HI
Lynn S. Berlenbach
CRD#: 7271382
55 Merchant Street, #2100, Honolulu, HI 96813

Lynn Berlenbach (CRD# 7271382) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has 1 year of experience in the finance industry.

14
Evan Cutler, financial advisor Shallotte NC
Evan Cutler
CRD#: 6904666
5039-5 Main Street, Shallotte, NC 28470

Evan Cutler (CRD# 6904666) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Shallotte, NC and has 1 year of experience in the finance industry.

15
Jake Yong, financial advisor Honolulu HI
Jake S. Yong
CRD#: 5775836
55 Merchant St., Suite 2100, Honolulu, HI 96813

Jake Yong (CRD# 5775836) is an Investment Advisor Representative working at Buck Wealth Strategies, LLC in Honolulu, HI and has over 5 years of experience in the finance industry.

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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.

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