Buttonwood Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and retirement plan services. Financial planning was provided to 11–25 clients last fiscal year.
Buttonwood Wealth reports 406 clients. They include 292 individual clients, 107 high-net-worth individuals and 5 charitable organizations. Of its assets, 99.8% ($425M across 1,049 accounts) are managed with discretion; $694K across 13 accounts are not. A wrap fee program the firm both sponsors and manages holds $425M. It advised 5 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 21% |
| High-net-worth individuals | 26% | 77% |
| Charitable organizations | 1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 292 | $88.1M | 20.7% | $302K |
| High-net-worth individuals | 107 | $326M | 76.7% | $3.05M |
| Charitable organizations | 5 | $9.35M | 2.2% | $1.87M |
| Corporations and other businesses | Fewer than 5 | $1.52M | 0.4% | $760K |
| Total | 406 | $425M | 100% | — |
- Clients
- 292
- Regulatory AUM
- $88.1M
- AUM share
- 20.7%
- Avg. per client
- $302K
- Clients
- 107
- Regulatory AUM
- $326M
- AUM share
- 76.7%
- Avg. per client
- $3.05M
- Clients
- 5
- Regulatory AUM
- $9.35M
- AUM share
- 2.2%
- Avg. per client
- $1.87M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.52M
- AUM share
- 0.4%
- Avg. per client
- $760K
Total
- Clients
- 406
- Regulatory AUM
- $425M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 5
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Buttonwood Wealth is paid through a percentage of assets under management, hourly charges and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Buttonwood Wealth Wrap Fee Program
- A single negotiable asset-based wrap fee covers portfolio management, custody and trade execution, with a maximum of 1.50%, billed quarterly in advance.
- Financial Planning Services
- Financial planning is charged at a negotiable hourly fee of $300.00, fully waived for clients who engage the firm for ongoing portfolio management.
- Web-Based Portfolio Management (Betterment)
- Advisory fee for web-based portfolio management is 0.50% of account value annualized, billed quarterly in advance and negotiable.
Jeffrey Hahn owns 75% or more of Buttonwood Wealth. The leadership team of Buttonwood Wealth includes Chief Compliance Officer Jeffrey Hahn. It has 7 employees, 6 of them in advisory roles.
Leadership
- Jeffrey HahnManaging Member/Chief Compliance Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Buttonwood Wealth, LLC
Jeffrey Hahn
Control person · since June 2018
Buttonwood Wealth’s regulatory assets grew 2.0× from $210M (June 2021) to $425M (February 2026); clients rose from 258 to 406 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $425M | 406 | 7 | 3 |
| February 2025 | $307M | 342 | 6 | 2 |
| March 2024 | $266M | 328 | 6 | 2 |
| March 2023 | $234M | 317 | 6 | 2 |
| February 2022 | $240M | 296 | 6 | 2 |
| June 2021 | $210M | 258 | 7 | 2 |
Besides its headquarters, Buttonwood Wealth has 2 offices, with 3 listed addresses in Virginia.
Virginia · 3 listed addresses
- 27 West Boscawen Street, WinchesterHQ
- 101 West Cork Street, Winchester
- 110 West Washington Street, Middleburg
Contact and registration details
- Legal name
- Buttonwood Wealth, LLC
- Headquarters
- 27 West Boscawen Street, Winchester, VA 22601
- Website
- bwlegacy.com
- Phone
- 540-662-5233
- @buttonwood-wealth
- SEC file
- 801-117676
- Founded
- 2019
- Structure
- Virginia LLC
- Fiscal year end
- December
Buttonwood Wealth uses LPL Financial ($425M) as custodian for its separately managed accounts. Buttonwood Wealth has custody of $5.26M in client assets for 4 clients.
- LPL FinancialLPL Financial LLC · Boston, MA · $425M100%
At year end, Buttonwood Wealth’s separately managed accounts were mostly in funds (88%).
What the accounts hold
- Stocks8%
- Funds88%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Buttonwood Wealth have?
Buttonwood Wealth has 406 clients and manages $425 million for them, as of February 2026. They include 292 individual clients, 107 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 February 2026
What services does Buttonwood Wealth offer?
Buttonwood Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Buttonwood Wealth use?
Buttonwood Wealth’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $425M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 February 2026
How many financial advisors does Buttonwood Wealth have?
Buttonwood Wealth has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 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 Buttonwood Wealth invest in?
At the end of its last fiscal year, Buttonwood Wealth’s separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Buttonwood Wealth?
Buttonwood Wealth’s direct owner is Jeffrey Hahn (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 February 2026
How does Buttonwood Wealth get paid?
Buttonwood Wealth is paid through a percentage of assets under management, hourly charges and other compensation. 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 Buttonwood Wealth registered with the SEC?
Yes, Buttonwood Wealth has been registered with the SEC as an investment adviser since 21 November 2019. Its CRD number is 305896 and its SEC file number is 801-117676.
Source: Form ADV Part 1A, Item 1, filed 11 February 2026; IAPD firm record
How do I contact Buttonwood Wealth?
Buttonwood Wealth’s main office is at 27 West Boscawen Street, Winchester, VA 22601. Its phone number is 540-662-5233. Its website is bwlegacy.com.