← Tributary

BUCHANAN WEALTH MANAGEMENT

RESTON, VA · CRD 316629 · IAPD ↗ · 703-956-2633

$212.0MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — BUCHANAN WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
September 2026 — BUCHANAN WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — BUCHANAN WEALTH MANAGEMENT reported RAUM up 35% ($157.3M -> $212.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2024 — BUCHANAN WEALTH MANAGEMENT reported RAUM up 26% ($108.7M -> $136.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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