BUCKINGHAM STRATEGIC WEALTH, LLC
CRD #143323 SEC #801-67640 ST LOUIS, MO 314-725-0455
SEC Registered
Total AUM
$29.5B
Discretionary
$27.9B
Employees
645
Clients
51
Accounts
51,749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $29.5B | $27.9B | $1.6B | 645 | 623 |
| May 2024 | $28.8B | $27.2B | $1.6B | 645 | 623 |
| Mar 2024 | $27B | $25.5B | $1.6B | 645 | 623 |
| Dec 2023 | $24.3B | $22.8B | $1.5B | 584 | 571 |
| Oct 2023 | $24.3B | $22.8B | $1.5B | 584 | 571 |
| Sep 2023 | $24.3B | $22.8B | $1.6B | 584 | 571 |
| Sep 2023 | $24.3B | $22.8B | $1.6B | 584 | 571 |
| Sep 2023 | $24.3B | $22.8B | $1.6B | 584 | 571 |
| Jul 2023 | $24.3B | $22.8B | $1.6B | 584 | 571 |
| Apr 2023 | $23.4B | $21.7B | $1.7B | 584 | 571 |
| Mar 2023 | $22.1B | $20.5B | $1.6B | 584 | 571 |
| Feb 2023 | $22.1B | $20.5B | $1.6B | 584 | 571 |
| Jan 2023 | $20B | $18.5B | $1.5B | 526 | 399 |
| Oct 2022 | $20B | $18.5B | $1.5B | 526 | 399 |
| Jul 2022 | $20.9B | $19.2B | $1.7B | 526 | 399 |
| May 2022 | $22.6B | $21B | $1.6B | 526 | 399 |
| Mar 2022 | $22.9B | $21.2B | $1.7B | 526 | 399 |
| Nov 2021 | $21.7B | $20.1B | $1.6B | 493 | 330 |
| Jul 2021 | $21.3B | $19.7B | $1.6B | 493 | 330 |
| May 2021 | $20.2B | $19B | $1.2B | 493 | 330 |
| Mar 2021 | $19B | $17.7B | $1.3B | 493 | 330 |
| Nov 2020 | $16.2B | $15.1B | $1B | 473 | 249 |
| Oct 2020 | $16.2B | $15.1B | $1B | 473 | 249 |
| Jul 2020 | $15.6B | $14.6B | $1B | 473 | 249 |
| Jun 2020 | $14B | $13.1B | $904.6M | 473 | 249 |
| Jun 2020 | $14B | $13.1B | $904.6M | 473 | 249 |
| Mar 2020 | $16.8B | $15.7B | $1.1B | 473 | 249 |
| Feb 2020 | $15.5B | $14.5B | $1B | 448 | 253 |
| Oct 2019 | $15.5B | $14.5B | $1B | 448 | 253 |
| Aug 2019 | $15.5B | $14.4B | $1.1B | 448 | 253 |
| Jun 2019 | $14.9B | $13.9B | $1.1B | 448 | 253 |
| Apr 2019 | $14.9B | $13.9B | $1.1B | 448 | 253 |
| Mar 2019 | $14.9B | $13.9B | $1.1B | 448 | 253 |
| Dec 2018 | $13.3B | $13B | $246.2M | 448 | 176 |
| Sep 2018 | $13.7B | $13.4B | $277.3M | 330 | 176 |
| Aug 2018 | $13.5B | $13.3B | $261.8M | 330 | 176 |
| Aug 2018 | $13.5B | $13.3B | $261.8M | 330 | 176 |
| Jul 2018 | $12.3B | $12B | $283.7M | 290 | 176 |
| May 2018 | $12.3B | $12B | $283.7M | 290 | 176 |
| Mar 2018 | $12.3B | $12B | $283.7M | 290 | 176 |
| Sep 2017 | $10B | $9.8B | $158.2M | 260 | 4,900 |
| Aug 2017 | $10B | $9.8B | $158.2M | 260 | 4,900 |
| Jul 2017 | $10B | $9.8B | $158.2M | 260 | 4,900 |
| May 2017 | $8.8B | $8.6B | $152.4M | 260 | 4,900 |
| Apr 2017 | $8.8B | $8.6B | $152.4M | 260 | 4,900 |
| Apr 2017 | $8.8B | $8.6B | $152.4M | 260 | 4,900 |
| Mar 2017 | $8.8B | $8.6B | $152.4M | 260 | 4,900 |
| Oct 2016 | $8.2B | $8.1B | $143.7M | 250 | 3,900 |
| Sep 2016 | $7.7B | $7.5B | $139.3M | 250 | 3,900 |
| Jul 2016 | $7.7B | $7.5B | $139.3M | 250 | 3,900 |
| Jul 2016 | $7.7B | $7.5B | $140.4M | 240 | 4,700 |
| May 2016 | $7.1B | $7B | $140.9M | 240 | 3,600 |
| Apr 2016 | $7.3B | $7.1B | $160.7M | 240 | 3,600 |
| Mar 2016 | $7.3B | $7.1B | $160.7M | 240 | 3,600 |
| Feb 2016 | $7.3B | $7.1B | $160.7M | 240 | 3,600 |
| Dec 2015 | $7.1B | $7B | $156.8M | 240 | 3,600 |
| Jun 2015 | $7B | $6.8B | $167M | 220 | 3,600 |
| May 2015 | $7B | $6.8B | $167M | 200 | 3,600 |
| Mar 2015 | $6.6B | $6.5B | $163.5M | 200 | 3,600 |
| Nov 2014 | $6.1B | $6B | $164.2M | 170 | 2,900 |
| Jul 2014 | $6.2B | $6B | $172.7M | 170 | 2,900 |
| May 2014 | $5.8B | $5.7B | $161.5M | 170 | 2,900 |
| Mar 2014 | $5.6B | $5.4B | $159.9M | 150 | 2,900 |
| Oct 2013 | $5.2B | $5B | $160.3M | 150 | 2,400 |
| Aug 2013 | $4.4B | $4.2B | $153M | 150 | 2,400 |
| Jun 2013 | $4.3B | $4.1B | $160.8M | 140 | 2,400 |
| May 2013 | $4.3B | $4.1B | $160.8M | 140 | 2,400 |
| Mar 2013 | $4.1B | $3.9B | $156.4M | 140 | 2,400 |
| Oct 2012 | $3.9B | $3.7B | $157M | 51 | 2,000 |
| Aug 2012 | $3.1B | $3B | $151M | 51 | 2,000 |
| Aug 2012 | $3.1B | $3B | $151M | 51 | 2,000 |
| Apr 2012 | $3.2B | $3B | $161.5M | 51 | 2,000 |
| Mar 2012 | $2.8B | $2.7B | $151.3M | 51 | 2,000 |
| Nov 2011 | $2.7B | $2.6B | $153.2M | 51 | -- |
| Aug 2011 | $3.1B | $2.9B | $271.8M | 51 | -- |
| Jun 2011 | $3B | $2.8B | $280.9M | 51 | -- |
| Mar 2011 | $2.8B | $2.5B | $211.9M | 51 | -- |
| Jan 2011 | $1.8B | $1.7B | $132.3M | 51 | -- |
| Dec 2010 | $1.8B | $1.7B | $132.3M | 51 | -- |
| Oct 2010 | $1.8B | $1.7B | $132.3M | 51 | -- |
| Jul 2010 | $1.8B | $1.7B | $132.3M | 51 | -- |
| Apr 2010 | $1.8B | $1.7B | $132.3M | 51 | -- |
| Mar 2009 | $1.4B | $1.3B | $109.5M | 51 | -- |
| Mar 2008 | $1.7B | $1.5B | $173.5M | 51 | -- |
| Nov 2007 | $1.6B | $1.5B | $160.3M | 51 | -- |
| Apr 2007 | $1.6B | $1.5B | $160.3M | 51 | -- |
| Mar 2007 | $1.6B | $1.5B | $160.3M | 51 | -- |
| Feb 2007 | $1.6B | $1.5B | $160.3M | 51 | -- |
DateAug 2024
Total AUM$29.5B
Discretionary$27.9B
Non-Disc.$1.6B
Employees645
Clients623
DateMay 2024
Total AUM$28.8B
Discretionary$27.2B
Non-Disc.$1.6B
Employees645
Clients623
DateMar 2024
Total AUM$27B
Discretionary$25.5B
Non-Disc.$1.6B
Employees645
Clients623
DateDec 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.5B
Employees584
Clients571
DateOct 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.5B
Employees584
Clients571
DateSep 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.6B
Employees584
Clients571
DateSep 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.6B
Employees584
Clients571
DateSep 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.6B
Employees584
Clients571
DateJul 2023
Total AUM$24.3B
Discretionary$22.8B
Non-Disc.$1.6B
Employees584
Clients571
DateApr 2023
Total AUM$23.4B
Discretionary$21.7B
Non-Disc.$1.7B
Employees584
Clients571
DateMar 2023
Total AUM$22.1B
Discretionary$20.5B
Non-Disc.$1.6B
Employees584
Clients571
DateFeb 2023
Total AUM$22.1B
Discretionary$20.5B
Non-Disc.$1.6B
Employees584
Clients571
DateJan 2023
Total AUM$20B
Discretionary$18.5B
Non-Disc.$1.5B
Employees526
Clients399
DateOct 2022
Total AUM$20B
Discretionary$18.5B
Non-Disc.$1.5B
Employees526
Clients399
DateJul 2022
Total AUM$20.9B
Discretionary$19.2B
Non-Disc.$1.7B
Employees526
Clients399
DateMay 2022
Total AUM$22.6B
Discretionary$21B
Non-Disc.$1.6B
Employees526
Clients399
DateMar 2022
Total AUM$22.9B
Discretionary$21.2B
Non-Disc.$1.7B
Employees526
Clients399
DateNov 2021
Total AUM$21.7B
Discretionary$20.1B
Non-Disc.$1.6B
Employees493
Clients330
DateJul 2021
Total AUM$21.3B
Discretionary$19.7B
Non-Disc.$1.6B
Employees493
Clients330
DateMay 2021
Total AUM$20.2B
Discretionary$19B
Non-Disc.$1.2B
Employees493
Clients330
DateMar 2021
Total AUM$19B
Discretionary$17.7B
Non-Disc.$1.3B
Employees493
Clients330
DateNov 2020
Total AUM$16.2B
Discretionary$15.1B
Non-Disc.$1B
Employees473
Clients249
DateOct 2020
Total AUM$16.2B
Discretionary$15.1B
Non-Disc.$1B
Employees473
Clients249
DateJul 2020
Total AUM$15.6B
Discretionary$14.6B
Non-Disc.$1B
Employees473
Clients249
DateJun 2020
Total AUM$14B
Discretionary$13.1B
Non-Disc.$904.6M
Employees473
Clients249
DateJun 2020
Total AUM$14B
Discretionary$13.1B
Non-Disc.$904.6M
Employees473
Clients249
DateMar 2020
Total AUM$16.8B
Discretionary$15.7B
Non-Disc.$1.1B
Employees473
Clients249
DateFeb 2020
Total AUM$15.5B
Discretionary$14.5B
Non-Disc.$1B
Employees448
Clients253
DateOct 2019
Total AUM$15.5B
Discretionary$14.5B
Non-Disc.$1B
Employees448
Clients253
DateAug 2019
Total AUM$15.5B
Discretionary$14.4B
Non-Disc.$1.1B
Employees448
Clients253
DateJun 2019
Total AUM$14.9B
Discretionary$13.9B
Non-Disc.$1.1B
Employees448
Clients253
DateApr 2019
Total AUM$14.9B
Discretionary$13.9B
Non-Disc.$1.1B
Employees448
Clients253
DateMar 2019
Total AUM$14.9B
Discretionary$13.9B
Non-Disc.$1.1B
Employees448
Clients253
DateDec 2018
Total AUM$13.3B
Discretionary$13B
Non-Disc.$246.2M
Employees448
Clients176
DateSep 2018
Total AUM$13.7B
Discretionary$13.4B
Non-Disc.$277.3M
Employees330
Clients176
DateAug 2018
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$261.8M
Employees330
Clients176
DateAug 2018
Total AUM$13.5B
Discretionary$13.3B
Non-Disc.$261.8M
Employees330
Clients176
DateJul 2018
Total AUM$12.3B
Discretionary$12B
Non-Disc.$283.7M
Employees290
Clients176
DateMay 2018
Total AUM$12.3B
Discretionary$12B
Non-Disc.$283.7M
Employees290
Clients176
DateMar 2018
Total AUM$12.3B
Discretionary$12B
Non-Disc.$283.7M
Employees290
Clients176
DateSep 2017
Total AUM$10B
Discretionary$9.8B
Non-Disc.$158.2M
Employees260
Clients4,900
DateAug 2017
Total AUM$10B
Discretionary$9.8B
Non-Disc.$158.2M
Employees260
Clients4,900
DateJul 2017
Total AUM$10B
Discretionary$9.8B
Non-Disc.$158.2M
Employees260
Clients4,900
DateMay 2017
Total AUM$8.8B
Discretionary$8.6B
Non-Disc.$152.4M
Employees260
Clients4,900
DateApr 2017
Total AUM$8.8B
Discretionary$8.6B
Non-Disc.$152.4M
Employees260
Clients4,900
DateApr 2017
Total AUM$8.8B
Discretionary$8.6B
Non-Disc.$152.4M
Employees260
Clients4,900
DateMar 2017
Total AUM$8.8B
Discretionary$8.6B
Non-Disc.$152.4M
Employees260
Clients4,900
DateOct 2016
Total AUM$8.2B
Discretionary$8.1B
Non-Disc.$143.7M
Employees250
Clients3,900
DateSep 2016
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$139.3M
Employees250
Clients3,900
DateJul 2016
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$139.3M
Employees250
Clients3,900
DateJul 2016
Total AUM$7.7B
Discretionary$7.5B
Non-Disc.$140.4M
Employees240
Clients4,700
DateMay 2016
Total AUM$7.1B
Discretionary$7B
Non-Disc.$140.9M
Employees240
Clients3,600
DateApr 2016
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$160.7M
Employees240
Clients3,600
DateMar 2016
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$160.7M
Employees240
Clients3,600
DateFeb 2016
Total AUM$7.3B
Discretionary$7.1B
Non-Disc.$160.7M
Employees240
Clients3,600
DateDec 2015
Total AUM$7.1B
Discretionary$7B
Non-Disc.$156.8M
Employees240
Clients3,600
DateJun 2015
Total AUM$7B
Discretionary$6.8B
Non-Disc.$167M
Employees220
Clients3,600
DateMay 2015
Total AUM$7B
Discretionary$6.8B
Non-Disc.$167M
Employees200
Clients3,600
DateMar 2015
Total AUM$6.6B
Discretionary$6.5B
Non-Disc.$163.5M
Employees200
Clients3,600
DateNov 2014
Total AUM$6.1B
Discretionary$6B
Non-Disc.$164.2M
Employees170
Clients2,900
DateJul 2014
Total AUM$6.2B
Discretionary$6B
Non-Disc.$172.7M
Employees170
Clients2,900
DateMay 2014
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$161.5M
Employees170
Clients2,900
DateMar 2014
Total AUM$5.6B
Discretionary$5.4B
Non-Disc.$159.9M
Employees150
Clients2,900
DateOct 2013
Total AUM$5.2B
Discretionary$5B
Non-Disc.$160.3M
Employees150
Clients2,400
DateAug 2013
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$153M
Employees150
Clients2,400
DateJun 2013
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$160.8M
Employees140
Clients2,400
DateMay 2013
Total AUM$4.3B
Discretionary$4.1B
Non-Disc.$160.8M
Employees140
Clients2,400
DateMar 2013
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$156.4M
Employees140
Clients2,400
DateOct 2012
Total AUM$3.9B
Discretionary$3.7B
Non-Disc.$157M
Employees51
Clients2,000
DateAug 2012
Total AUM$3.1B
Discretionary$3B
Non-Disc.$151M
Employees51
Clients2,000
DateAug 2012
Total AUM$3.1B
Discretionary$3B
Non-Disc.$151M
Employees51
Clients2,000
DateApr 2012
Total AUM$3.2B
Discretionary$3B
Non-Disc.$161.5M
Employees51
Clients2,000
DateMar 2012
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$151.3M
Employees51
Clients2,000
DateNov 2011
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$153.2M
Employees51
Clients--
DateAug 2011
Total AUM$3.1B
Discretionary$2.9B
Non-Disc.$271.8M
Employees51
Clients--
DateJun 2011
Total AUM$3B
Discretionary$2.8B
Non-Disc.$280.9M
Employees51
Clients--
DateMar 2011
Total AUM$2.8B
Discretionary$2.5B
Non-Disc.$211.9M
Employees51
Clients--
DateJan 2011
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.3M
Employees51
Clients--
DateDec 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.3M
Employees51
Clients--
DateOct 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.3M
Employees51
Clients--
DateJul 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.3M
Employees51
Clients--
DateApr 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$132.3M
Employees51
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$109.5M
Employees51
Clients--
DateMar 2008
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$173.5M
Employees51
Clients--
DateNov 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$160.3M
Employees51
Clients--
DateApr 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$160.3M
Employees51
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$160.3M
Employees51
Clients--
DateFeb 2007
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$160.3M
Employees51
Clients--