← Tributary

BUCK WEALTH STRATEGIES, LLC

DENVER, CO · CRD 322138 · IAPD ↗ · 888-210-6567

$1.64BRegulatory AUM
39Advisory reps
102Employees
0Clients
More than 500Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — BUCK WEALTH STRATEGIES, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — BUCK WEALTH STRATEGIES, LLC added office(s): 11 -> 15 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — BUCK WEALTH STRATEGIES, LLC crossed $1B in regulatory AUM ($565.4M -> $1.64B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
85
April 2026 — BUCK WEALTH STRATEGIES, LLC grew from 20 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2026 — BUCK WEALTH STRATEGIES, LLC notice-filed in LA, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — BUCK WEALTH STRATEGIES, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — BUCK WEALTH STRATEGIES, LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — BUCK WEALTH STRATEGIES, LLC crossed $500M in regulatory AUM ($299.9M -> $565.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2025 — BUCK WEALTH STRATEGIES, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — BUCK WEALTH STRATEGIES, LLC notice-filed in KS, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — BUCK WEALTH STRATEGIES, LLC notice-filed in AK, ID, IL, MI, MT, NE, SD, VA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BUCK WEALTH STRATEGIES, LLC added office(s): 7 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — BUCK WEALTH STRATEGIES, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
April 2024 — BUCK WEALTH STRATEGIES, LLC grew from 16 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
April 2024 — BUCK WEALTH STRATEGIES, LLC reported RAUM up 123% ($134.3M -> $299.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2024 — BUCK WEALTH STRATEGIES, LLC notice-filed in AZ, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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