Overview
Assets Under Management: $212 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 110
Average Client Assets: $1.4 million
Frequently Asked Questions
BUCHANAN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316629), BUCHANAN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
BUCHANAN WEALTH MANAGEMENT is headquartered in RESTON, VA.
BUCHANAN WEALTH MANAGEMENT serves 110 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, BUCHANAN WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BUCHANAN WEALTH MANAGEMENT manages $212 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, BUCHANAN WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.17%
Average Client Assets: $1.4 million
Total Client Accounts: 473
Discretionary Accounts: 454
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 316629
Filing ID: 2066043
Last Filing Date: 2026-03-19 13:47:02