{
  "crd_number": 285823,
  "slug": "buckley-wealth-las-vegas-nv-285823",
  "primary_business_name": "BUCKLEY WEALTH",
  "legal_name": "BUCKLEY WEALTH MANAGEMENT, LLC",
  "dbas": [
    "BUCKLEY WEALTH"
  ],
  "city": "Las Vegas",
  "state": "NV",
  "country": "United States",
  "cbsa_code": "29820",
  "metro": {
    "cbsa_code": "29820",
    "common_name": "Las Vegas",
    "msa_name": "Las Vegas-Henderson-North Las Vegas, NV",
    "path": "/advisors/nv/las-vegas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-02-17",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 643967767.0,
  "raum_discretionary": 643967767.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 121706000.0,
      "count": 7
    },
    "individuals": {
      "raum": 25939510.0,
      "count": 86
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 6025120.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 476706333.0,
      "count": 124
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 13590804.0,
      "count": 7
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "HI",
    "ID",
    "LA",
    "NV",
    "TX"
  ],
  "websites": [
    "https://buckleywealth.com",
    "https://linkedin.com/COMPANY/11154255"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285823",
  "city_as_filed": "LAS VEGAS",
  "url": "https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823",
  "display_name": "Buckley Wealth",
  "summary": "Buckley Wealth is an SEC-registered investment advisory firm in Las Vegas, NV, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Buckley Wealth (CRD 285823): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Buckley Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buckley Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Buckley Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: up to $50,000 a year (Retirement Plan Consulting services); Flat fee: up to $50,000 (standalone financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Buckley Wealth located?",
      "a": "Buckley Wealth's principal office is in Las Vegas, NV, according to its Form ADV."
    },
    {
      "q": "Is Buckley Wealth registered with the SEC or a state?",
      "a": "Buckley Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285823."
    },
    {
      "q": "How much does Buckley Wealth manage?",
      "a": "Buckley Wealth reports $643,967,767 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Buckley Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Buckley Wealth: Regulatory assets under management: $484,638,756 in the October 2021 data and $643,967,767 in the October 2026 data, up 33%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Buckley Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (86); charitable organizations (7)."
    },
    {
      "q": "Which custodians does Buckley Wealth use?",
      "a": "Buckley Wealth's 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 Buckley Wealth 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/285823"
    },
    {
      "q": "What changed in Buckley Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $583,151,358 to $643,967,767 (+10%). Employees performing advisory functions went from 4 to 5. Added the business name Buckley Wealth."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 484638756.0,
      "total_employees": 6,
      "filing_date": "2021-02-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 558049491.0,
      "total_employees": 6,
      "filing_date": "2022-02-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 485232848.0,
      "total_employees": 5,
      "filing_date": "2023-03-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 541542170.0,
      "total_employees": 5,
      "filing_date": "2024-05-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 583151358.0,
      "total_employees": 5,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 643967767.0,
      "total_employees": 6,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $583,151,358 to $643,967,767 (+10%).",
        "Employees performing advisory functions went from 4 to 5.",
        "Added the business name Buckley Wealth."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $50,000 a year (Retirement Plan Consulting services)",
      "Flat fee: up to $50,000 (standalone financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 a year (Retirement Plan Consulting services)"
        ],
        "quotes": [
          "Our Retirement Plan Consulting services are billed either on a flat fee basis or based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Annual flat fees will not exceed $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (standalone financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for standalone 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 $ 50,000 generally charged semi -annually in arrears, payable via direct invoice."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "annual",
          "service": "Retirement Plan Consulting services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "standalone financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our Retirement Plan Consulting services are billed either on a flat fee basis or based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Annual flat fees will not exceed $50,000.",
      "Our firm charges on a flat fee basis for standalone 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 $ 50,000 generally charged semi -annually in arrears, payable via direct invoice."
    ],
    "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/buckley-wealth-las-vegas-nv-285823.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 86,
      "fewer_than_5": false,
      "raum": 25939510.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 124,
      "fewer_than_5": false,
      "raum": 476706333.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 6025120.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 121706000.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 13590804.0
    }
  ],
  "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/285823",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}