$146.9M Total AUM
$0 Disc. AUM
12.8% 3Y CAGR
1 Employees
61 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave radialFusion wave +more
- Established Date
- 10-08-2010
- Office Locations
- 1
Office Locations
1730 S. EL Camino Real, Suite 250 SAN Mateo CA
About Bucher Wealth Advisors
Bucher Wealth Advisors is a SAN Mateo-based RIA. The firm has been operating for 15 years. Managing $146.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
47 AVG AGE
$146.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
15.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Harbor unison Vertex Summit Ember ridge
Client Personas
Element
Custodian
North delta Ember Oak Fusion Momentum
Investment Themes
Vector Crest
Investment Vehicles
Harbor bridge Momentum
Platform
Vital
Services
Frontier Radial Prime frontier Horizon Delta beacon Insight Vital Catalyst vital
Technology
Crest Catalyst bridge Delta legacy
Owner & Executives
BRETT MICHAEL BUCHER
Chief Compliance Officer, Managing Member
- CRD
- #3166791
- Ownership
- 75% or more
(576) 567-7495
quantum.vertex@alphacapital.com
in linkedin.com/in/glacier-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $146,886,515 | $638,637 |
| Total | $146,886,515 | $638,637 |
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Separately Managed Accounts
Total SMA Asset: $146,886,515
Public Funds:
30.3% Equity - Exchange:
22.6% U.S. Government/Agency:
37.3% Cash:
9.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $300,254,478 | 30.3% |
| Equity - Exchange | $223,952,185 | 22.6% |
| U.S. Government/Agency | $369,620,199 | 37.3% |
| Cash | $97,112,009 | 9.8% |
| Total | $990,938,871 | 100.0% |