Buckeye Wealth Management Llc
- Regulatory AUM
- $72.1M
- Discretionary
- $72.1M
- Clients
- 252
- Avg AUM / client
- $286K
- Accounts
- 580
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 220 | $46.0M | 63.8% |
| High net worth individuals | 32 | $26.1M | 36.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Gale Best | Managing Member / Coo | CFP | Jan 2007 (20y) | 25% – 50% |
| Donald John Depalma | Member / Chief Compliance Officer | Apr 2007 (19y) | 25% – 50% | |
| Eric Joseph Robbins | Registered representative | Jul 2007 (19y) | ||
| Timothy Paca Woodburn | Registered representative | CFP | Apr 2022 (4y) |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: MR. BEST WAS THE SUBJECT OF A DISCIPLINARY ACTION FOR THE SALE OF AN UNREGISTERED SECURITY. Status: Final Sanction Detail: SUSPENSION FOR 14 DAYS STARTING MAY 30, 2011 AND ENDING JUNE 12, 2011. Summary: SERVED SUSPENSION MAY 30, 2011 AND ENDING JUNE 12, 2011.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $54.4M (75% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗