# Buttonwood Wealth

> 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.

- CRD: 305896
- Filed as: BUTTONWOOD WEALTH
- Legal name: Buttonwood Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winchester, VA
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305896
- AdvisorCensus page: https://advisorcensus.com/firm/buttonwood-wealth-winchester-va-305896

## Quick answers

**How is Buttonwood Wealth compensated?**
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.

**Where is Buttonwood Wealth located?**
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).

**Is Buttonwood Wealth registered with the SEC or a state?**
Buttonwood Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305896.

**How much does Buttonwood Wealth manage?**
Buttonwood Wealth reports $425,329,328 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

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

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

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

**Does Buttonwood 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/305896

**Does Buttonwood Wealth state an account minimum?**
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."

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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: None

> Buttonwood Wealth does not require a minimum account size to establish an advisory relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $425,329,328
- Discretionary: $424,635,814
- Non-discretionary: $693,514

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 292 | $88,087,219 |
| High net worth individuals | 107 | $326,368,063 |
| 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 | $9,353,058 |
| 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 | 2 | $1,520,988 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MD, NC, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Middleburg, VA
- Winchester, VA

### Websites listed on Form ADV (Item 1.I)
- bwlegacy.com
- Facebook @ButtonwoodWealth
- Instagram @buttonwood_wealth
- LinkedIn @buttonwood-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,125,072 | 7 | June 25, 2021 |
| October 2022 | $239,904,863 | 6 | February 16, 2022 |
| October 2023 | $234,040,844 | 6 | March 16, 2023 |
| October 2024 | $266,113,846 | 6 | March 6, 2024 |
| October 2025 | $306,948,786 | 6 | February 13, 2025 |
| October 2026 | $425,329,328 | 7 | February 11, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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.

### December 2025
- Changed its office addresses in Winchester, VA.
- Added an office in Middleburg, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buttonwood Wealth (CRD 305896): Form ADV filing data as of October 2026.