{
  "crd_number": 305896,
  "slug": "buttonwood-wealth-winchester-va-305896",
  "primary_business_name": "BUTTONWOOD WEALTH",
  "legal_name": "BUTTONWOOD WEALTH, LLC",
  "dbas": [],
  "city": "Winchester",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "49020",
  "metro": {
    "cbsa_code": "49020",
    "common_name": "Winchester",
    "msa_name": "Winchester, VA-WV",
    "path": "/advisors/va/winchester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-21",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-02-11",
  "carried_forward": false,
  "raum_total": 425329328.0,
  "raum_discretionary": 424635814.0,
  "raum_non_discretionary": 693514.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 9353058.0,
      "count": 5
    },
    "individuals": {
      "raum": 88087219.0,
      "count": 292
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 326368063.0,
      "count": 107
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1520988.0,
      "count": 2,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MD",
    "NC",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://bwlegacy.com",
    "https://facebook.com/ButtonwoodWealth",
    "https://instagram.com/buttonwood_wealth",
    "https://linkedin.com/company/buttonwood-wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305896",
  "city_as_filed": "WINCHESTER",
  "url": "https://advisorcensus.com/firm/buttonwood-wealth-winchester-va-305896",
  "display_name": "Buttonwood Wealth",
  "summary": "Buttonwood Wealth is an SEC-registered investment advisory firm in Winchester, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.",
  "citation": "AdvisorCensus. Buttonwood Wealth (CRD 305896): 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",
    "Other"
  ],
  "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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Buttonwood Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Buttonwood Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; other."
    },
    {
      "q": "How much does Buttonwood Wealth charge?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Buttonwood Wealth located?",
      "a": "Buttonwood Wealth's principal office is in Winchester, VA, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Buttonwood Wealth registered with the SEC or a state?",
      "a": "Buttonwood Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305896."
    },
    {
      "q": "How much does Buttonwood Wealth manage?",
      "a": "Buttonwood Wealth reports $425,329,328 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Buttonwood Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Buttonwood Wealth: Regulatory assets under management: $210,125,072 in the October 2021 data and $425,329,328 in the October 2026 data, up 102%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Buttonwood Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (292); high net worth individuals (107); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Buttonwood Wealth use?",
      "a": "Buttonwood Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Buttonwood 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/305896"
    },
    {
      "q": "Does Buttonwood Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 11, 2026 says: \"Buttonwood Wealth does not require a minimum account size to establish an advisory relationship.\""
    },
    {
      "q": "What changed in Buttonwood Wealth's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $306,948,786 to $425,329,328 (+39%). Registered or notice-filed in MD."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210125072.0,
      "total_employees": 7,
      "filing_date": "2021-06-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 239904863.0,
      "total_employees": 6,
      "filing_date": "2022-02-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 234040844.0,
      "total_employees": 6,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 266113846.0,
      "total_employees": 6,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 306948786.0,
      "total_employees": 6,
      "filing_date": "2025-02-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 425329328.0,
      "total_employees": 7,
      "filing_date": "2026-02-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $306,948,786 to $425,329,328 (+39%).",
        "Registered or notice-filed in MD."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its office addresses in Winchester, VA.",
        "Added an office in Middleburg, VA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Buttonwood Wealth does not require a minimum account size to establish an advisory relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Buttonwood Wealth charges a negotiable hourly fee of $300.00 for financial planning services."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Buttonwood Wealth does not require a minimum account size to establish an advisory relationship.",
      "Buttonwood Wealth charges a negotiable hourly fee of $300.00 for financial planning services."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL 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/buttonwood-wealth-winchester-va-305896.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 292,
      "fewer_than_5": false,
      "raum": 88087219.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 107,
      "fewer_than_5": false,
      "raum": 326368063.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "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": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 9353058.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": true,
      "raum": 1520988.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/305896",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}