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BUSKA WEALTH MANAGEMENT, LLC

WAUSAU, WI · CRD 170627 · IAPD ↗ · buskabook.com · 715-355-4445

$538.7MRegulatory AUM
8Advisory reps
8Employees
36Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — BUSKA WEALTH MANAGEMENT, LLC notice-filed in CA, IL, MI, MN, NH, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — BUSKA WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($499.4M -> $528.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
July 2025 — BUSKA WEALTH MANAGEMENT, LLC changed its website from retirewithbuska.com to buskabook.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
67
February 2025 — BUSKA WEALTH MANAGEMENT, LLC reported RAUM up 47% ($268.0M -> $393.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
February 2025 — BUSKA WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
September 2024 — BUSKA WEALTH MANAGEMENT, LLC changed its website from planwithbuska.com to retirewithbuska.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — BUSKA WEALTH MANAGEMENT, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — BUSKA WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — BUSKA WEALTH MANAGEMENT, LLC reported RAUM up 38% ($194.6M -> $268.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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