RIA Intel›Advisers›Pennsylvania›BUFFALO VALLEY WEALTH PLUS LLC

BUFFALO VALLEY WEALTH PLUS LLC

Advisory

MIFFLINBURG, PA

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

Rank in PA

#904

of 1,528 advisers by AUM

Average account

$203K

across 416 accounts

AUM per adviser

$21M

4 advisers

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

Total AUM

$85M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$85M

Discretionary AUM$85M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients214

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PA

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

214 clients

30 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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