RIA Intel›Advisers›Oklahoma›BUWICK GROUP WEALTH MANAGEMENT, LLC

BUWICK GROUP WEALTH MANAGEMENT, LLC

Advisory

NORMAN, OK

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$169K

across 146 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients146

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Partnership

Fiscal Year EndDecember

Operates InOK

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

146 clients

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

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Advisers of similar size in OK

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

UTICA CAPITAL ADVISERS, INC.

$25M

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$24M

BUCHANAN CAPITAL MANAGEMENT, LLC

$26M

SUMMIT INVESTMENT GROUP, LLC

$23M

SOUTHMARK ADVISORY, INC.

$27M

WEALTH ADVISORS, L.L.C.

BROKEN ARROW, OK

$27M

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