# Buffalo Valley Wealth Plus

> Buffalo Valley Wealth Plus is a state-registered investment advisory firm in Mifflinburg, PA, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 307918
- Filed as: BUFFALO VALLEY WEALTH PLUS
- Legal name: Buffalo Valley Wealth Plus LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mifflinburg, PA
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307918
- AdvisorCensus page: https://advisorcensus.com/firm/buffalo-valley-wealth-plus-mifflinburg-pa-307918

## Quick answers

**How is Buffalo Valley Wealth Plus compensated?**
On its Form ADV (Item 5.E, October 2026), Buffalo Valley Wealth Plus reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Buffalo Valley Wealth Plus located?**
Buffalo Valley Wealth Plus' principal office is in Mifflinburg, PA, according to its Form ADV.

**Is Buffalo Valley Wealth Plus registered with the SEC or a state?**
Buffalo Valley Wealth Plus is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307918.

**How much does Buffalo Valley Wealth Plus manage?**
Buffalo Valley Wealth Plus reports $84,516,892 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**What types of clients does Buffalo Valley Wealth Plus serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (179); high net worth individuals (30); charitable organizations (5).

**Does Buffalo Valley Wealth Plus report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307918

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $84,516,892
- Discretionary: $84,516,892
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 179 | $56,629,185 |
| High net worth individuals | 30 | $26,783,805 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 5 | $1,103,902 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buffalo Valley Wealth Plus (CRD 307918): Form ADV filing data as of October 2026.