Multi-Family OfficeRIA · CRD 322138SEC-Registered

Updated:

Buck Wealth Strategies

BUCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2022. The firm manages approximately $1.6 billion in...

Buck Wealth Strategies

BUCK WEALTH STRATEGIES, LLC is an SEC-registered investment adviser in DENVER, CO, registered since 2022. The firm manages approximately $1.6 billion in regulatory assets. It has 102 employees and 39 investment advisers.

General information

Firm type

Multi Family Office

Sector focus

Wealth ManagementEstate PlanningTax OptimizationRetirement Planning

Frequently asked questions

What services does Buck Wealth Strategies provide?

The firm offers wealth management, estate planning, tax optimization, and retirement planning services typical of an RIA serving high-net-worth clients. No specific investment strategy, asset class focus, or direct deal activity has been publicly documented.

Who runs Buck Wealth Strategies?

The firm does not publicly name its founding principal, CEO, or investment committee. Public records and the firm's own limited online presence do not identify any named professionals, making leadership attribution impossible without further disclosure.

What is the AUM of Buck Wealth Strategies?

The firm does not publicly disclose assets under management. Without a specific number from the firm, regulatory filings, or a credible publication, the AUM is considered undisclosed.

Where is Buck Wealth Strategies headquartered?

The firm's headquarters location is not publicly confirmed. No city, state, or country is listed on its limited online presence or in any available regulatory or financial databases.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles