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BUCKEYE WEALTH MANAGEMENT LLC

Advisory

WESTERVILLE, OH

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in OH
#666
of 748 advisers by AUM
AUM change, 1 year
+6.5%
44th percentile in OH
AUM CAGR, 3 year
-3.7%
compound annual growth
Average account
$124K
across 580 accounts
AUM per adviser
$18M
4 advisers
Filing history
16
filings since 2007

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM
$72M
1-Year AUM Growth
+6.5%
3-Year CAGR
-3.7%
Employees
4
Assets Under Management
Total AUM$72M
Discretionary AUM$72M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients252
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingApr 10, 2007
Latest FilingJan 22, 2026
Full AUM trend chart and 16 historical filings spanning 19+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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