Buska Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Buska Wealth Management reports 1,698 clients. They include 1,505 individual clients and 193 high-net-worth individuals. Of its assets, 100.0% ($539M across 3,532 accounts) are managed with discretion. It advised 36 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 57% |
| High-net-worth individuals | 11% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,505 | $308M | 57.2% | $205K |
| High-net-worth individuals | 193 | $230M | 42.8% | $1.19M |
| Total | 1,698 | $539M | 100% | $317K |
- Clients
- 1,505
- Regulatory AUM
- $308M
- AUM share
- 57.2%
- Avg. per client
- $205K
- Clients
- 193
- Regulatory AUM
- $230M
- AUM share
- 42.8%
- Avg. per client
- $1.19M
Total
- Clients
- 1,698
- Regulatory AUM
- $539M
- AUM share
- 100%
- Avg. per client
- $317K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 36
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Buska Wealth Management charges 1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0 and above | 1.00% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Negotiable fixed fee with a maximum of $2500, set by the complexity of the client's situation.
Cole Bruner owns 75% or more of Buska Wealth Management. The leadership team of Buska Wealth Management includes President Kailey Berendsen and Chief Compliance Officer Cole Bruner. It has 8 employees.
Leadership
- Kailey BerendsenVice President/ Investment Advisor Representative
- Cole BrunerChief Compliance Officer
- Nicole GraveenChief Operations Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Kailey Elizabeth Berendsen
- Cole James Bruner
- Ryan Scott Connor
- Colton Arlan Kielman
- Zachary Michael Kyhos
- Ryan Michael Pecha
- Jordan Alexander Thao
- Logan Thomas Woller
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 7 insurance agents
- Owns 75% or more of Buska Wealth Management, LLC
Cole Bruner
Control person · since July 2011
Buska Wealth Management’s regulatory assets grew 3.6× from $150M (January 2022) to $539M (June 2026); clients rose from 1,019 to 1,698 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $539M | 1,698 | 8 | 2 |
| June 2025 | $425M | 2,232 | 9 | 2 |
| March 2024 | $268M | 1,615 | 6 | 2 |
| February 2023 | $195M | 1,096 | 5 | 2 |
| January 2022 | $150M | 1,019 | 5 | 2 |
Besides its headquarters, Buska Wealth Management has 1 office, with 2 listed addresses in Wisconsin.
Wisconsin · 2 listed addresses
- 510 N. 17th Avenue, Suite A, WausauHQ
- 3621 E. Hamilton Ave, Eau Claire
Contact and registration details
- Legal name
- Buska Wealth Management, LLC
- Headquarters
- 510 N. 17th Avenue, Suite A, Wausau, WI 54401
- Website
- buskabook.com
- Phone
- 715-355-4445
- @retirewithbuska
- SEC file
- 801-122395
- Structure
- Wisconsin LLC
- Fiscal year end
- December
Buska Wealth Management uses Lincoln Financial ($534M, 99%) and Charles Schwab ($4.81M, 1%) as custodians for its separately managed accounts. Buska Wealth Management does not have custody of client assets.
- Lincoln FinancialLincoln Financial · Fort Wayne, IN · $534M99%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $4.81M1%
At year end, Buska Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (30%). Its reported 13F holdings for the quarter ended 30 June 2026 total $277M across 81 positions; the largest are iShares TR (13.1%), Vanguard Specialized Funds (11.3%) and SPDR Series Trust (9.9%).
What the accounts hold
- Stocks30%
- Funds60%
- Cash10%
Reported 13F holdings
- $277M
- Reported 13F value
- 81
- Positions
- 66.9%
- In the 10 largest
- +11.4%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF13.1%
- Vanguard Specialized Funds · Div App ETF11.3%
- SPDR Series Trust · ST Str P500grw9.9%
- Vanguard Whitehall Fds · High Div Yld9.9%
- Invesco Qqq TR · Unit Ser 16.3%
- Vanguard Whitehall Fds · Intl High ETF5.0%
- Innovator ETFS Trust · Laderd Alctn Pwr3.7%
- First TR Exchange-traded FD · Vest Laddered2.7%
- Vanguard Scottsdale Fds · Int-term Corp.2.6%
- Vanguard Scottsdale Fds · Inter Term Treas2.4%
Together, the ten largest are 66.9% of reported value.
How many clients does Buska Wealth Management have?
Buska Wealth Management has 1,698 clients and manages $539 million for them, as of June 2026. They include 1,505 individual clients and 193 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does Buska Wealth Management offer?
Buska Wealth Management provides financial planning, portfolio management for individuals and small businesses, 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 Buska Wealth Management charge?
Buska Wealth Management charges 1.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears and is negotiable.
Source: ADV2A&2B SEC, filed 3 April 2026
Which custodians does Buska Wealth Management use?
Buska Wealth Management’s separately managed account assets are held at Lincoln Financial (Fort Wayne, IN), with $534M and Charles Schwab & Co., Inc. (Westlake, TX), with $4.81M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does Buska Wealth Management have?
Buska Wealth Management has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 employees are 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 Buska Wealth Management invest in?
At the end of its last fiscal year, Buska Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 30% exchange-traded equities and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buska Wealth Management?
Buska Wealth Management’s direct owner is Cole Bruner (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does Buska Wealth Management get paid?
Buska Wealth Management is paid through a percentage of assets under management 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
How do I contact Buska Wealth Management?
Buska Wealth Management’s main office is at 510 N. 17th Avenue, Suite A, Wausau, WI 54401. Its phone number is 715-355-4445. Its website is buskabook.com.