Overview
Assets Under Management: $307 million
Headquarters: WINCHESTER, VA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
BUTTONWOOD WEALTH 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 #305896), BUTTONWOOD WEALTH is subject to fiduciary duty under federal law.
BUTTONWOOD WEALTH is headquartered in WINCHESTER, VA.
BUTTONWOOD WEALTH serves 82 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, BUTTONWOOD WEALTH offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
BUTTONWOOD WEALTH manages $307 million in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, BUTTONWOOD WEALTH serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 836
Discretionary Accounts: 824
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 305896
Filing ID: 2026078
Last Filing Date: 2025-11-07 11:00:47
Website: 2