{
  "crd_number": 154878,
  "slug": "bucher-wealth-advisors-san-mateo-ca-154878",
  "primary_business_name": "BUCHER WEALTH ADVISORS",
  "legal_name": "BWA, LLC",
  "dbas": [
    "BUCHER WEALTH ADVISORS"
  ],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-31",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-01-28",
  "carried_forward": false,
  "raum_total": 146886515.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 146886515.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11509238.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 135377277.0,
      "count": 45
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://bucherwa.com",
    "https://linkedin.com/in/brettbuchercfpsanmateo"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154878",
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878",
  "display_name": "Bucher Wealth Advisors",
  "summary": "Bucher Wealth Advisors is an SEC-registered investment advisory firm in San Mateo, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.",
  "citation": "AdvisorCensus. Bucher Wealth Advisors (CRD 154878): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bucher Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bucher Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bucher Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated January 28, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states); Flat fee: $2,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bucher Wealth Advisors located?",
      "a": "Bucher Wealth Advisors' principal office is in San Mateo, CA, according to its Form ADV."
    },
    {
      "q": "Is Bucher Wealth Advisors registered with the SEC or a state?",
      "a": "Bucher Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 154878."
    },
    {
      "q": "How much does Bucher Wealth Advisors manage?",
      "a": "Bucher Wealth Advisors reports $146,886,515 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (0% discretionary)."
    },
    {
      "q": "How have Bucher Wealth Advisors' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Bucher Wealth Advisors: Regulatory assets under management: $115,351,474 in the October 2022 data and $146,886,515 in the October 2026 data, up 27%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bucher Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (15)."
    },
    {
      "q": "Which custodians does Bucher Wealth Advisors use?",
      "a": "Bucher Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bucher Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154878"
    },
    {
      "q": "What changed in Bucher Wealth Advisors' recent Form ADV filings?",
      "a": "In the December 2025 filing data: Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 115351474.0,
      "total_employees": 1,
      "filing_date": "2022-09-15"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102244046.0,
      "total_employees": 1,
      "filing_date": "2023-01-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 119703828.0,
      "total_employees": 1,
      "filing_date": "2024-02-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 136816534.0,
      "total_employees": 1,
      "filing_date": "2025-01-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 146886515.0,
      "total_employees": 1,
      "filing_date": "2026-01-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.25% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,500 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "The maximum annual fee charged for this service will not exceed 1. 25%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $ 2,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.25,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 2500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "The maximum annual fee charged for this service will not exceed 1. 25%. Fees to be assessed will be outlined in the advisory agreement to be signed by the Client.",
      "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $ 2,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bucher-wealth-advisors-san-mateo-ca-154878.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 11509238.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 45,
      "fewer_than_5": false,
      "raum": 135377277.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154878",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}