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BUCHER WEALTH ADVISORS

SAN MATEO, CA · CRD 154878 · IAPD ↗ · bucherwa.com · 650-286-9606

$146.9MRegulatory AUM
1Advisory reps
1Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — BUCHER WEALTH ADVISORS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
February 2025 — BUCHER WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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