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BUCKLEY WEALTH

LAS VEGAS, NV · CRD 285823 · IAPD ↗ · buckleywealth.com · 702-805-1010

$644.0MRegulatory AUM
5Advisory reps
6Employees
2Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — BUCKLEY WEALTH MANAGEMENT, LLC is now doing business as BUCKLEY WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
March 2024 — BUCKLEY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($485.2M -> $541.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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