{"url":"https://nivawealth.com/firms/buchanan-wealth-management-316629","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/316629","regulatoryAum":212012187,"crd":"316629","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4557312","suffix":null,"lastName":"BUCHANAN","firstName":"MATTHEW","middleName":"STEWART"},{"crd":"6964788","suffix":null,"lastName":"CHOI","firstName":"GOEUN","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-21","regulatoryAum":120482531,"clients":169,"employees":4,"offices":1},{"filedOn":"2023-03-21","regulatoryAum":108735361,"clients":168,"employees":4,"offices":1},{"filedOn":"2024-02-27","regulatoryAum":136676445,"clients":173,"employees":4,"offices":1},{"filedOn":"2025-03-23","regulatoryAum":157319802,"clients":174,"employees":4,"offices":1},{"filedOn":"2026-08-10","regulatoryAum":212012187,"clients":185,"employees":4,"offices":2}],"secFileNumber":"801-122567","legalName":"Buchanan Wealth Management, LLC","displayName":"Buchanan Wealth Management","slug":"buchanan-wealth-management-316629","website":"https://buchananwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/buchanan-wealth-management/","xUrl":"https://twitter.com/buchananwealth","founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"11710 Plaza America Drive, Suite 2000","city":"Reston","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20190"},"tradeNames":[],"registration":{"secApproved":"27 October 2021","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1105591.731707317,"staff":{"employees":4,"advisory":2,"brokerDealerReps":2,"insuranceAgents":1,"promoters":1},"aum":{"regulatory":212012187,"discretionary":185534966,"discretionaryAccounts":454,"nonDiscretionary":26477221,"nonDiscretionaryAccounts":19,"wrapProgram":69288766,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":54,"regulatoryAum":21942509},{"label":"High-net-worth individuals","clients":110,"regulatoryAum":159374535},{"label":"Pension and profit-sharing plans","clients":19,"regulatoryAum":26477221},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":4217922}],"feePrograms":[{"role":"other","program":"Comprehensive financial planning","summary":"Comprehensive financial planning is billed at $300 an hour, charged as incurred, with the time needed based on scope and complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054495","versionId":1054495,"submittedOn":"2026-08-10","documentName":"FIRM DISCLOSURE BROCHURE"},{"role":"other","program":"Hourly consulting","summary":"Hourly consulting is generally $300 an hour, based on scope, complexity, time and expertise required.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054495","versionId":1054495,"submittedOn":"2026-08-10","documentName":"FIRM DISCLOSURE BROCHURE"},{"role":"other","program":"Retirement plan consulting","summary":"Retirement plan consulting generally will not exceed 0.50% of plan assets plus a flat $500 fee per quarter, under a separate agreement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054495","versionId":1054495,"submittedOn":"2026-08-10","documentName":"FIRM DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:04:05.45146+00:00","documents":[{"name":"FIRM DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054495","versionId":1054495,"submittedOn":"2026-08-10"}]},"custodians":[{"name":"LPL Financial LLC","shortName":"LPL Financial","location":"Fort Mill, SC","smaAssets":185534966},{"name":"Principal Securities, Inc.","shortName":"Principal Securities","location":"Des Moines, IA","smaAssets":18321488}],"custodyNote":"Buchanan Wealth Management does not have custody of client assets.","leadership":[{"name":"Matthew Buchanan","title":"Managing Member and Chief Compliance Officer","crd":"4557312"}],"ownership":[{"label":"Matthew Buchanan","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since September 2021."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"11710 Plaza America Drive, Suite 2000","city":"Reston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-956-2633","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":96},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/316629/PDF/316629.pdf","brochureDate":"10 August 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1054495","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Buchanan Wealth Management have?","answer":"Buchanan Wealth Management has 185 clients and manages $212 million for them, as of August 2026. They include 110 high-net-worth individuals, 54 individual clients, and 19 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Buchanan Wealth Management offer?","answer":"Buchanan Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Buchanan Wealth Management use?","answer":"Buchanan Wealth Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $186M and Principal Securities, Inc. (Des Moines, IA), with $18.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Buchanan Wealth Management have?","answer":"Buchanan Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Buchanan Wealth Management invest in?","answer":"At the end of its last fiscal year, Buchanan Wealth Management’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 2% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Buchanan Wealth Management?","answer":"Buchanan Wealth Management’s direct owner is Matthew Buchanan (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Buchanan Wealth Management get paid?","answer":"Buchanan Wealth Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Buchanan Wealth Management registered with the SEC?","answer":"Yes, Buchanan Wealth Management has been registered with the SEC as an investment adviser since 27 October 2021. Its CRD number is 316629 and its SEC file number is 801-122567.","source":"Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Buchanan Wealth Management?","answer":"Buchanan Wealth Management’s main office is at 11710 Plaza America Drive, Suite 2000, Reston, VA 20190. Its phone number is 703-956-2633. Its website is buchananwealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}