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BUTTONWOOD WEALTH

WINCHESTER, VA · CRD 305896 · IAPD ↗ · 540-662-5233

$425.3MRegulatory AUM
6Advisory reps
7Employees
5Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — BUTTONWOOD WEALTH notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — BUTTONWOOD WEALTH reported RAUM up 39% ($306.9M -> $425.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
December 2025 — BUTTONWOOD WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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