BEST, DEPALMA & GUMMER WEALTH MANAGEMENT, LLC
Legal name: BUCKEYE WEALTH MANAGEMENT LLC
CRD #143638 SEC #801-67821 WESTERVILLE, OH 614-839-2090
SEC Registered Disclosures
Total AUM
$30.2M
Discretionary
$0
Employees
1
Clients
1
Accounts
361
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $30.9M | $12.9M | $18M | 1 | 200 |
| Apr 2012 | $30.9M | $12.9M | $18M | 1 | 200 |
| Apr 2012 | $30.9M | $12.9M | $18M | 1 | 200 |
| Mar 2012 | $30.2M | $0 | $30.2M | 1 | 200 |
| Jan 2012 | $30.2M | $0 | $30.2M | 1 | 200 |
| May 2011 | $29M | $0 | $29M | 5 | -- |
| Apr 2011 | $29M | $0 | $29M | 5 | -- |
| Mar 2011 | $29M | $0 | $29M | 5 | -- |
| Mar 2008 | $140M | $140M | $0 | 5 | -- |
| May 2007 | $140M | $0 | $140M | 5 | -- |
| May 2007 | $140M | $0 | $140M | 5 | -- |
| Apr 2007 | $140M | $0 | $140M | 5 | -- |
| Apr 2007 | $140M | $0 | $140M | 5 | -- |
DateApr 2012
Total AUM$30.9M
Discretionary$12.9M
Non-Disc.$18M
Employees1
Clients200
DateApr 2012
Total AUM$30.9M
Discretionary$12.9M
Non-Disc.$18M
Employees1
Clients200
DateApr 2012
Total AUM$30.9M
Discretionary$12.9M
Non-Disc.$18M
Employees1
Clients200
DateMar 2012
Total AUM$30.2M
Discretionary$0
Non-Disc.$30.2M
Employees1
Clients200
DateJan 2012
Total AUM$30.2M
Discretionary$0
Non-Disc.$30.2M
Employees1
Clients200
DateMay 2011
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateApr 2011
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateMar 2011
Total AUM$29M
Discretionary$0
Non-Disc.$29M
Employees5
Clients--
DateMar 2008
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateMay 2007
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateApr 2007
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--
DateApr 2007
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees5
Clients--