Buckley Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Buckley Wealth Management reports 224 clients. They include 124 high-net-worth individuals, 86 individual clients and 7 charitable organizations. Of its assets, 100.0% ($644M across 614 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 38% | 4% |
| High-net-worth individuals | 55% | 74% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 3% | 19% |
| Corporations and other businesses | 3% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 86 | $25.9M | 4.0% | $302K |
| High-net-worth individuals | 124 | $477M | 74.0% | $3.84M |
| Pension and profit-sharing plans | Fewer than 5 | $6.03M | 0.9% | — |
| Charitable organizations | 7 | $122M | 18.9% | $17.4M |
| Corporations and other businesses | 7 | $13.6M | 2.1% | $1.94M |
| Total | 224 | $644M | 100% | — |
- Clients
- 86
- Regulatory AUM
- $25.9M
- AUM share
- 4.0%
- Avg. per client
- $302K
- Clients
- 124
- Regulatory AUM
- $477M
- AUM share
- 74.0%
- Avg. per client
- $3.84M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.03M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $122M
- AUM share
- 18.9%
- Avg. per client
- $17.4M
- Clients
- 7
- Regulatory AUM
- $13.6M
- AUM share
- 2.1%
- Avg. per client
- $1.94M
Total
- Clients
- 224
- Regulatory AUM
- $644M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Buckley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Standalone financial planning and consulting are billed as a flat fee that will not exceed $50,000, generally charged semi-annually in arrears.
Brian J. and Susan E. Buckley Family Trust Dated December 11, 1986 owns 75% or more of Buckley Wealth Management. The leadership team of Buckley Wealth Management includes Chief Compliance Officer Spencer Lennon. It has 6 employees, 5 of them in advisory roles.
Leadership
- Spencer LennonChief Compliance Officer
- John BuckleyExecutive
- Susan BuckleyTrustee
- Brian BuckleyManaging Partner/ Trustee
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Buckley Wealth Management, LLC
Brian J. and Susan E. Buckley Family Trust Dated December 11, 1986
Control person · since January 2022
- Owns 75% or more of Buckley Wealth Management, LLC
Brian J. and Susan E. Buckley Family
Control person · since January 2022
- Owns 25% to 50% of Buckley Wealth Management, LLC
Susan Buckley
Control person · since February 2017
- Owns 25% to 50% of Buckley Wealth Management, LLC
Brian Buckley
Control person · since February 2017
- Owns 10% to 25% of Buckley Wealth Management, LLC
John Buckley
Control person · since June 2025
- Owns 10% to 25% of Buckley Wealth Management, LLC
Sweet Pea Family Trust Dated March 21, 2023
since June 2025
- Owns 10% to 25% of Buckley Wealth Management, LLC
Sweet Pea Family Trust Dated March
since June 2025
Buckley Wealth Management’s regulatory assets grew from $485M (February 2021) to $644M (March 2026); clients were 224 in both filings and employees were 6 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $644M | 224 | 6 | 1 |
| July 2025 | $583M | 222 | 5 | 1 |
| May 2024 | $542M | 224 | 5 | 1 |
| March 2023 | $485M | 217 | 5 | 1 |
| February 2022 | $558M | 223 | 6 | 1 |
| February 2021 | $485M | 229 | 6 | 1 |
Besides its headquarters, Buckley Wealth Management has 0 offices, with 1 listed address in Nevada.
Nevada · 1 listed address
- 10100 West Charleston BLVD., #213, Las VegasHQ
Other business names
Buckley Wealth Management has reported 1 other business name to the SEC.
- Buckley Wealth
Contact and registration details
- Legal name
- Buckley Wealth Management, LLC
- Headquarters
- 10100 West Charleston BLVD., #213, Las Vegas, NV 89135-5001
- Website
- buckleywealth.com
- Phone
- 702-805-1010
- @11154255
- SEC file
- 801-109016
- Structure
- Nevada LLC
- Fiscal year end
- December
Buckley Wealth Management uses Fidelity ($644M) as custodian for its separately managed accounts. Buckley Wealth Management has custody of $359M in client assets for 131 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $644M100%
At year end, Buckley Wealth Management’s separately managed accounts were mostly in stocks (64%) and bonds (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $404M across 104 positions; the largest are Apple Inc. (11.0%), Alphabet Inc. (7.5%) and Microsoft Corp. (6.7%).
What the accounts hold
- Stocks64%
- Funds1%
- Bonds18%
- U.S. government and agency bonds11%
- State and local bonds6%
- Investment grade corporate bonds1%
- Cash17%
Reported 13F holdings
- $404M
- Reported 13F value
- 104
- Positions
- 55.4%
- In the 10 largest
- +3.2%
- Value vs. prior quarter
- Apple Inc.11.0%
- Alphabet Inc. · Cap Stk CL A7.5%
- Microsoft Corp.6.7%
- Berkshire Hathaway Inc. Del · CL B New5.7%
- JPMORGAN Chase & CO4.9%
- Chevron Corporation4.8%
- Amazon Com Inc.4.7%
- Johnson & Johnson3.7%
- Cisco Sys Inc.3.4%
- Costco Wholesale Corporation3.2%
Together, the ten largest are 55.4% of reported value.
How many clients does Buckley Wealth Management have?
Buckley Wealth Management has 224 clients and manages $644 million for them, as of March 2026. They include 124 high-net-worth individuals, 86 individual clients and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Buckley Wealth Management offer?
Buckley Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Buckley Wealth Management charge?
Buckley Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 31 March 2026
Which custodians does Buckley Wealth Management use?
Buckley Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $644M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Buckley Wealth Management have?
Buckley Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Buckley Wealth Management invest in?
At the end of its last fiscal year, Buckley Wealth Management’s separately managed accounts held 64% exchange-traded equities, 17% cash and equivalents, 11% U.S. government and agency bonds, 6% state and local bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buckley Wealth Management?
Buckley Wealth Management’s direct owners are Susan Buckley (25% to 50%), Brian J. and Susan E. Buckley Family Trust Dated December 11, 1986 (75% or more), John Buckley (10% to 25%), Brian Buckley (25% to 50%), Brian J. and Susan E. Buckley Family (75% or more), Sweet Pea Family Trust Dated March 21, 2023 (10% to 25%), and Sweet Pea Family Trust Dated March (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Buckley Wealth Management get paid?
Buckley Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
Is Buckley Wealth Management registered with the SEC?
Yes, Buckley Wealth Management has been registered with the SEC as an investment adviser since 17 February 2017. Its CRD number is 285823 and its SEC file number is 801-109016.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Buckley Wealth Management?
Buckley Wealth Management’s main office is at 10100 West Charleston BLVD., #213, Las Vegas, NV 89135-5001. Its phone number is 702-805-1010. Its website is buckleywealth.com.