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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
About 180 Wealth Advisors, LLC
180 Wealth Advisors, LLC is a Federal WAY-based RIA. The firm has been operating for 9 years. Managing $1.4B in total assets under management, with 6 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between November 12, 2025 and February 25, 2026, reported AUM increased 28.7%, from $1.1B to $1.4B.
Across 5 reported observations, AUM increased 69.9% between June 2, 2022 and February 25, 2026, from $800.0M to $1.4B.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 6 advisory representatives and 1,350 clients, or 225 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full 180 Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD WAYNE BUCHAN
Managing Member, Partner
- CRD
- #2079127
- Ownership
- 50% but less than 75%
DARREN NORMAN HENKE
Managing Member, Partner
- CRD
- #1828390
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Timothy S Heisey
--
- CRD
- #6699136
SYLVIA DENISE PARKER
Wealth Manager
- CRD
- #4085110
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,331,343,193 | $391,456 |
| Non-Discretionary | $27,682,623 | $350,413 |
| Total | $1,359,025,816 | $390,525 |
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Separately Managed Accounts
SMA allocation detail is available
180 Wealth Advisors, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
180 Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.