Buckley Wealth Management, Llc
- Regulatory AUM
- $644M
- Discretionary
- $644M
- Clients
- 224
- Avg AUM / client
- $2.9M
- Accounts
- 614
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 86 | $25.9M | 4.03% |
| High net worth individuals | 124 | $477M | 74.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $6.0M | 0.94% |
| Charitable organizations | 7 | $122M | 18.9% |
| Corporations and other businesses | 7 | $13.6M | 2.11% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Joseph Buckley | Managing Partner/ Trustee | Feb 2017 (10y) | 25% – 50% | |
| Buckley, Susan, E. | Chief Compliance Officer/ Trustee | Feb 2017 (10y) | 25% – 50% | |
| John Michael Buckley | Member | Feb 2017 (10y) | 5% – 10% | |
| Lori Lynn Chittenden | Registered representative | CFP | Feb 2017 (9y) | |
| Matthew Rossi Brunelle | Registered representative | Nov 2019 (7y) | ||
| Cameron John Nicholas Dunaway | Registered representative | Mar 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brian J. And Susan E. Buckley Family Trust Dated December 11, 1986 | Managing Member | Jan 2022 | A | 75% or more |
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) | 03/31/2026 | 907 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $644M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗