Buttonwood Wealth

Buttonwood Wealth (CRD# 305896) is a financial advisory firm headquartered in Winchester, VA. They manage $266,113,846 in 810 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
27 West Boscawen Street, Winchester, VA 22601
https://www.facebook.com/buttonwoodwealth
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $328,536
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NC, TX, VA, WV

Financial Advisors at Buttonwood Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Jordan Braithwaite, financial advisor Winchester VA
Jordan D. Braithwaite
CRD#: 6156102
27 West Boscawen Street, Winchester, VA 22601

Jordan Braithwaite (CRD# 6156102) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 8 years of experience in the finance industry.

2
Jeffrey Hahn, financial advisor Winchester VA
Jeffrey A. Hahn
CRD#: 5378966
27 West Boscawen Street, Winchester, VA 22601

Jeffrey Hahn (CRD# 5378966) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 16 years of experience in the finance industry.

3
Jeremy Nichols, financial advisor Winchester VA
Jeremy D. Nichols
CRD#: 4632489
27 West Boscawen Street, Winchester, VA 22601

Jeremy Nichols (CRD# 4632489) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 20 years of experience in the finance industry.

4
Steven Pugliese, financial advisor Winchester VA
Steven G. Pugliese
CRD#: 5556782
27 West Boscawen Street, Winchester, VA 22601

Steven Pugliese (CRD# 5556782) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has 1 year of experience in the finance industry.

5
Kimberly Wines, financial advisor Winchester VA
Kimberly K. Wines
CRD#: 1093884
27 West Boscawen Street, Winchester, VA 22601

Kimberly Wines (CRD# 1093884) is an Investment Advisor Representative working at Buttonwood Wealth in Winchester, VA and has over 26 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.

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