Buttonwood Wealth, Llc
- Regulatory AUM
- $425M
- Discretionary
- $425M
- Clients
- 406
- Avg AUM / client
- $1.0M
- Accounts
- 1,062
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 292 | $88.1M | 20.7% |
| High net worth individuals | 107 | $326M | 76.7% |
| Charitable organizations | 5 | $9.4M | 2.2% |
| Corporations and other businesses | 2 | $1.5M | 0.36% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| H. N. Funkhouser & Co. 401(k) Plan H. N. Funkhouser & Co. | 2024 | |
| Blue Ridge Hospice Retirement Savings Plan Blue Ridge Hospice, Inc. | 2024 | |
| Integrity Home Mortgage Corp 401(k) Plan Integrity Home Mortgage | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Allen Hahn | Managing Member/Chief Compliance Officer | CFP | Jun 2018 (8y) | 75% or more |
| Jordan Daniel Braithwaite | Registered representative | Feb 2020 (7y) | ||
| Jeremy Dustin Nichols | Registered representative | CFP | Feb 2020 (6y) | |
| Kimberly Kerns Wines | Registered representative | May 2020 (6y) | ||
| Steven Gregory Pugliese | Registered representative | CFP | Jun 2020 (6y) | |
| Lucy Zimmerman | Registered representative | CFP | Jan 2025 (2y) |
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.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| H. N. Funkhouser & Co. 401(k) Plan | H. N. Funkhouser & Co. | 242 | $6.2M | 01/01/2024 |
| Blue Ridge Hospice Retirement Savings Plan | Blue Ridge Hospice, Inc. | 389 | $8.9M | 01/01/2024 |
| Integrity Home Mortgage Corp 401(k) Plan | Integrity Home Mortgage | 178 | $9.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/11/2026 | 941 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
- • Other fees
- • THIRD PARTY REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $425M (100% of AUM) Feb 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: Feb 11, 2026.
View current Form ADV (SEC/IAPD) ↗