# Buckley Wealth

> 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.

- CRD: 285823
- Filed as: BUCKLEY WEALTH
- Legal name: Buckley Wealth Management, LLC
- Also doing business as: BUCKLEY WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285823
- AdvisorCensus page: https://advisorcensus.com/firm/buckley-wealth-las-vegas-nv-285823

## Quick answers

**How is Buckley Wealth compensated?**
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).

**Where is Buckley Wealth located?**
Buckley Wealth's principal office is in Las Vegas, NV, according to its Form ADV.

**Is Buckley Wealth registered with the SEC or a state?**
Buckley Wealth is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 285823.

**How much does Buckley Wealth manage?**
Buckley Wealth reports $643,967,767 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Buckley Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Buckley Wealth serve?**
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).

**Which custodians does Buckley Wealth use?**
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.

**Does Buckley Wealth report any disciplinary disclosures?**
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

**What changed in Buckley Wealth's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $643,967,767
- Discretionary: $643,967,767
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $25,939,510 |
| High net worth individuals | 124 | $476,706,333 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,025,120 |
| Charitable organizations | 7 | $121,706,000 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 7 | $13,590,804 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, HI, ID, LA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- buckleywealth.com
- LinkedIn @11154255

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $484,638,756 | 6 | February 11, 2021 |
| October 2022 | $558,049,491 | 6 | February 2, 2022 |
| October 2023 | $485,232,848 | 5 | March 9, 2023 |
| October 2024 | $541,542,170 | 5 | May 21, 2024 |
| October 2025 | $583,151,358 | 5 | July 22, 2025 |
| October 2026 | $643,967,767 | 6 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buckley Wealth (CRD 285823): Form ADV filing data as of October 2026.