Brett Bucher has been Managing Member & Chief Compliance Officer of Bwa since October 2010, is a control person of the firm and directly owns 75% or more of it.
Bwa, LLC is a San Mateo, CA firm with $147M under management, 60 clients and 1 adviser in one office, as of its January 2026 filing.
Brett Bucher is Founder of Bucher Wealth Advisors. He develops custom, goal-based financial plans that incorporate investments, insurance, estate planning, taxes, education planning, retirement planning and more. Before founding the firm, he spent 12 years as an advisor at Merrill Lynch.
Brett Bucher’s longest registration is the current one, 16 years at Bwa since 2010. Before joining Bwa in 2010, Brett Bucher was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Bucher Wealth AdvisorsCurrent– present · 16 yearsSan Mateo, CA · Adviser representative · Firm CRD 154878
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 11 yearsSan Mateo, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Bwa
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Brett Bucher is registered as an investment adviser representative in 2 states. The first approvals date from October 2010; the most recent is Texas, in September 2025.
- CaliforniaSince 8 October 2010
- TexasSince 30 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 21 August 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 February 1999 |
| Series 7 | General Securities Representative Examination | 20 January 1999 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brett Michael Bucher
- CRD
- 3166791
- Firm
- Bwa · CRD 154878
- Role
- Managing Member & Chief Compliance Officer
- Office
- 1730 S. EL CAMINO REAL, SUITE 250, San Mateo, CA 94402
- Registration
- Investment adviser registration
- In the industry since
- April 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bucherwa.com
Where does Brett Bucher work?
Brett Bucher has been Managing Member & Chief Compliance Officer of Bwa, LLC since October 2010, and is a control person of the firm.
Is Brett Bucher a financial advisor?
Yes. Brett Bucher has a current investment-adviser registration in California and Texas, through Bwa since October 2010.
How many years of experience does Brett Bucher have?
Brett Bucher has 27 years in the financial industry, since April 1999, across 2 adviser firms.
What exams has Brett Bucher passed?
Brett Bucher has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in January 1999.
Where is Brett Bucher based?
Brett Bucher’s registered office is in San Mateo, CA.
Is Brett Bucher registered with FINRA?
No. Brett Bucher has no current broker registration.
Is Brett Bucher a CFP?
Bwa lists Brett Bucher with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Brett Bucher, CFP®, CIMA®, CRPC® biography, bucherwa.com
How can I verify Brett Bucher’s record?
Search CRD 3166791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brett Bucher’s full registration record.