# Buska Wealth Management, LLC

> Buska Wealth Management, LLC is an SEC-registered investment advisory firm in Wausau, WI, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 9, 2026.

- CRD: 170627
- Filed as: BUSKA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wausau, WI
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170627
- AdvisorCensus page: https://advisorcensus.com/firm/buska-wealth-management-llc-wausau-wi-170627

## Quick answers

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

**Where is Buska Wealth Management, LLC located?**
Buska Wealth Management, LLC's principal office is in Wausau, WI, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Buska Wealth Management, LLC registered with the SEC or a state?**
Buska Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 170627.

**How much does Buska Wealth Management, LLC manage?**
Buska Wealth Management, LLC reports $538,727,785 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary).

**How have Buska Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Buska Wealth Management, LLC: Regulatory assets under management: $131,123,557 in the October 2021 data and $538,727,785 in the October 2026 data, up 311%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Buska Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,505); high net worth individuals (193).

**Which custodians does Buska Wealth Management, LLC use?**
Buska Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Lincoln Financial as custodians holding 10% or more of its separately managed account assets.

**Does Buska Wealth Management, LLC 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/170627

**Does Buska Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 3, 2026 says: "We do not manage accounts therefore have no minimum."

**What changed in Buska Wealth Management, LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in CA, IL, MI, MN, NH, TN, TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 3, 2026)

- Account minimum: None

> We do not manage accounts therefore have no minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Lincoln Financial

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: $538,727,785
- Discretionary: $538,727,785
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,505 | $308,242,505 |
| High net worth individuals | 193 | $230,485,280 |
| 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 | 0 | $0 |
| 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 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, MI, MN, NH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Eau Claire, WI

### Websites listed on Form ADV (Item 1.I)
- buskabook.com
- givebackwithbuska.com
- gradientgivesback.com/apply
- investwithbuska.com
- retirewithbuska.com
- taxesbylegacy.com
- Facebook @retirewithbuska
- Instagram @retirewithbuska
- LinkedIn @retirewithbuska
- TikTok @retirewithbuska
- X @RetireWithBuska
- YouTube @UCd1FZafSPaqDyiWZCYS9ySg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,123,557 | 5 | August 27, 2021 |
| October 2022 | $150,407,360 | 5 | January 18, 2022 |
| October 2023 | $194,632,544 | 6 | September 14, 2023 |
| October 2024 | $267,978,757 | 7 | September 18, 2024 |
| October 2025 | $425,198,316 | 9 | June 24, 2025 |
| October 2026 | $538,727,785 | 8 | June 9, 2026 |

Regulatory assets under management: $131,123,557 in the October 2021 data and $538,727,785 in the October 2026 data, up 311%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in CA, IL, MI, MN, NH, TN, TX.

### March 2026
- Employees performing advisory functions went from 9 to 8.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $425,198,316 to $499,417,877 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buska Wealth Management, LLC (CRD 170627): Form ADV filing data as of October 2026.