# Buwick Group Wealth Management, LLC

> Buwick Group Wealth Management, LLC is a state-registered investment advisory firm in Norman, OK, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 301978
- Filed as: BUWICK GROUP WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Norman, OK
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301978
- AdvisorCensus page: https://advisorcensus.com/firm/buwick-group-wealth-management-llc-norman-ok-301978

## Quick answers

**How is Buwick Group Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Buwick Group Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Buwick Group Wealth Management, LLC located?**
Buwick Group Wealth Management, LLC's principal office is in Norman, OK, according to its Form ADV.

**Is Buwick Group Wealth Management, LLC registered with the SEC or a state?**
Buwick Group Wealth Management, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 301978.

**How much does Buwick Group Wealth Management, LLC manage?**
Buwick Group Wealth Management, LLC reports $24,707,769 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Buwick Group Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146).

**Does Buwick Group 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301978

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,707,769
- Discretionary: $24,707,769
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $24,707,769 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- buwickgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buwick Group Wealth Management, LLC (CRD 301978): Form ADV filing data as of October 2026.