BUCHANAN WEALTH MANAGEMENT, LLC
Legal name: BUCHANAN WEALTH MANAGEMENT
CRD #316629 SEC #801-122567 RESTON, VA 703-956-2633
SEC Registered
Total AUM
$157.3M
Discretionary
$139.2M
Employees
4
Clients
10
Accounts
417
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $157.3M | $139.2M | $18.1M | 4 | 0 |
| Feb 2024 | $136.7M | $123.6M | $13M | 4 | 0 |
| Mar 2023 | $108.7M | $98.1M | $10.7M | 4 | 0 |
| Mar 2023 | $108.7M | $98.1M | $10.7M | 4 | 0 |
| Nov 2022 | $120.5M | $102.2M | $18.3M | 4 | 0 |
| Sep 2022 | $120.5M | $102.2M | $18.3M | 4 | 0 |
| Sep 2022 | $120.5M | $102.2M | $18.3M | 4 | 0 |
| Mar 2022 | $120.5M | $102.2M | $18.3M | 4 | 0 |
| Mar 2022 | $120.5M | $102.2M | $18.3M | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Sep 2021 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$157.3M
Discretionary$139.2M
Non-Disc.$18.1M
Employees4
Clients0
DateFeb 2024
Total AUM$136.7M
Discretionary$123.6M
Non-Disc.$13M
Employees4
Clients0
DateMar 2023
Total AUM$108.7M
Discretionary$98.1M
Non-Disc.$10.7M
Employees4
Clients0
DateMar 2023
Total AUM$108.7M
Discretionary$98.1M
Non-Disc.$10.7M
Employees4
Clients0
DateNov 2022
Total AUM$120.5M
Discretionary$102.2M
Non-Disc.$18.3M
Employees4
Clients0
DateSep 2022
Total AUM$120.5M
Discretionary$102.2M
Non-Disc.$18.3M
Employees4
Clients0
DateSep 2022
Total AUM$120.5M
Discretionary$102.2M
Non-Disc.$18.3M
Employees4
Clients0
DateMar 2022
Total AUM$120.5M
Discretionary$102.2M
Non-Disc.$18.3M
Employees4
Clients0
DateMar 2022
Total AUM$120.5M
Discretionary$102.2M
Non-Disc.$18.3M
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0