RIA Intel›Advisers›Missouri›BUCKINGHAM STRATEGIC WEALTH, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC

Advisory

N·ST LOUIS, MO

Data as of Aug 9, 2024 · Source: SEC Form ADV

Total AUM

$29.5B

1-Year AUM Growth

+21.3%

3-Year CAGR

+11.3%

Employees

312

Assets Under Management

Total AUM$29.5B

Discretionary AUM$27.9B

Non-Discretionary AUM$1.6B

Discretionary %94.7%

Total Clients—

Team

Total Employees312

Investment Advisers645

Employee Growth (1Y)+20.9%

Filing History

Total Filings on Record92

First FilingFeb 28, 2007

Latest FilingAug 9, 2024

🔒 Full AUM trend chart and 92 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BUCKINGHAM STRATEGIC WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.