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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BUCHANAN, MATTHEW, STEWART | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 23, 2025 REGISTERED
Notice Filings (5)
DC FL MD TX VA
Address
11710 PLAZA AMERICA DRIVESUITE 2000
RESTON, VA 20190
United States
Phone: 703-956-2633