Buska Wealth Management, Llc
- Regulatory AUM
- $539M
- Discretionary
- $539M
- Clients
- 1,698
- Avg AUM / client
- $317K
- Accounts
- 3,532
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jun 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,505 | $308M | 57.2% |
| High net worth individuals | 193 | $230M | 42.8% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cole James Bruner | Chief Compliance Officer | Jul 2011 (15y) | 75% or more | |
| Ryan Scott Connor | Registered representative | Jun 2018 (8y) | ||
| Kailey Elizabeth Berendsen | Registered representative | Sep 2023 (3y) | ||
| Ryan Michael Pecha | Registered representative | Sep 2024 (2y) | ||
| Colton Arlan Kielman | Registered representative | Feb 2025 (1y) | ||
| Jordan Alexander Thao | Registered representative | Jun 2025 (1y) | ||
| Zachary Michael Kyhos | Registered representative | Dec 2025 (1y) | ||
| Logan Thomas Woller | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% 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) | 06/09/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Lincoln Financial Advisors Corporation $534M (99% of AUM) Jun 2026
- Charles Schwab & Co. $4.8M (1% of AUM) Jun 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: Jun 09, 2026.
View current Form ADV (SEC/IAPD) ↗