BUTTONWOOD WEALTH, LLC
Legal name: BUTTONWOOD WEALTH
CRD #305896 SEC #801-117676 WINCHESTER, VA 540-662-5233
SEC Registered
Total AUM
$306.9M
Discretionary
$306.4M
Employees
6
Clients
11
Accounts
836
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $306.9M | $306.4M | $582.2K | 6 | 4 |
| Feb 2025 | $306.9M | $306.4M | $582.2K | 6 | 4 |
| Mar 2024 | $266.1M | $265.7M | $393.3K | 6 | 5 |
| Mar 2023 | $234M | $233.7M | $330.6K | 6 | 5 |
| Feb 2022 | $239.9M | $239.5M | $445K | 6 | 3 |
| Nov 2021 | $210.1M | $209.9M | $183.8K | 7 | 3 |
| Jun 2021 | $210.1M | $209.9M | $183.8K | 7 | 3 |
| May 2021 | $210.1M | $209.9M | $183.8K | 7 | 3 |
| Mar 2021 | $210.1M | $209.9M | $183.8K | 7 | 3 |
| Aug 2020 | $162M | $162M | $0 | 6 | 6 |
| Jun 2020 | $162M | $162M | $0 | 6 | 6 |
| Jun 2020 | $162M | $162M | $0 | 6 | 6 |
| Jun 2020 | $162M | $162M | $0 | 6 | 6 |
| Feb 2020 | $162M | $162M | $0 | 6 | 6 |
| Oct 2019 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$306.9M
Discretionary$306.4M
Non-Disc.$582.2K
Employees6
Clients4
DateFeb 2025
Total AUM$306.9M
Discretionary$306.4M
Non-Disc.$582.2K
Employees6
Clients4
DateMar 2024
Total AUM$266.1M
Discretionary$265.7M
Non-Disc.$393.3K
Employees6
Clients5
DateMar 2023
Total AUM$234M
Discretionary$233.7M
Non-Disc.$330.6K
Employees6
Clients5
DateFeb 2022
Total AUM$239.9M
Discretionary$239.5M
Non-Disc.$445K
Employees6
Clients3
DateNov 2021
Total AUM$210.1M
Discretionary$209.9M
Non-Disc.$183.8K
Employees7
Clients3
DateJun 2021
Total AUM$210.1M
Discretionary$209.9M
Non-Disc.$183.8K
Employees7
Clients3
DateMay 2021
Total AUM$210.1M
Discretionary$209.9M
Non-Disc.$183.8K
Employees7
Clients3
DateMar 2021
Total AUM$210.1M
Discretionary$209.9M
Non-Disc.$183.8K
Employees7
Clients3
DateAug 2020
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients6
DateJun 2020
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients6
DateJun 2020
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients6
DateJun 2020
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients6
DateFeb 2020
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients6
DateOct 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0