Buchanan Wealth Management, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 316629 · SEC file 801-122567 · Reston, VA · www.facebook.com

☆ Save with Pro ADV data as of Mar 19, 2026

Regulatory AUM: $212M
Discretionary: $186M
Clients: 185
Avg AUM / client: $1.1M
Accounts: 473
Employees: 4

AUM over time

$0 $212M

Sep 2021 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 19, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	54	$21.9M	10.3%
High net worth individuals	110	$159M	75.2%
Pension and profit sharing plans	19	$26.5M	12.5%
Charitable organizations	2	$4.2M	1.99%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Matthew Stewart Buchanan	Managing Member And Chief Compliance Officer		Sep 2021 (5y)	75% or more
Goeun Choi	Registered representative	CFP	Feb 2023 (3y)

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)	03/19/2026	893 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
• Pension consulting services

Custody

Reported custodians

LPL Financial $186M (88% of AUM) Mar 2026
Principal Securities, Inc. $18.3M (9% of AUM) Mar 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: Mar 19, 2026.

View current Form ADV (SEC/IAPD) ↗