RIA Intel›Advisers›Ohio›BUCKEYE WEALTH PARTNERS, LLC

BUCKEYE WEALTH PARTNERS, LLC

Advisory

CENTERVILLE, OH

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in OH

#678

of 748 advisers by AUM

Average account

$270K

across 252 accounts

AUM per adviser

$34M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$68M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$68M

Discretionary AUM$54M

Non-Discretionary AUM$14M

Discretionary %79.3%

Total Clients252

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, OH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

252 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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