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BUCKINGHAM STRATEGIC WEALTH, LLC

ST LOUIS, MO · CRD 143323 · IAPD ↗ · askbuckingham.com · 314-725-0455

$29.51BRegulatory AUM
312Advisory reps
645Employees
623Clients
51-100Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2024 — BUCKINGHAM STRATEGIC WEALTH, LLC (ST LOUIS, MO) left the SEC roster (was $29.51B RAUM, 312 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
55
April 2024 — BUCKINGHAM STRATEGIC WEALTH, LLC added office(s): 48 -> 55 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — BUCKINGHAM STRATEGIC WEALTH, LLC grew from 258 to 312 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.