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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-2022
- Office Locations
- 15
Office Locations
About Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC (E.A. Buck Financial Services) is an SEC-registered RIA offering retirement-focused financial planning and investment management, with tax-aware strategies across investments, healthcare, and estate planning, plus ongoing review meetings. The team builds tailored portfolios aligned to client goals and risk tolerance, works on platforms like Schwab and Fidelity, and hosts “Retire Wiser” educational events.
Reported data analysis
What the numbers show
Between December 18, 2025 and June 24, 2026, reported AUM increased 190.6%, from $565.4M to $1.6B.
Across 5 reported observations, AUM increased 1465.7% between November 10, 2022 and June 24, 2026, from $104.9M to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 39 advisory representatives and 2,948 clients, or 75.6 clients per representative. That equates to $557.3K in reported AUM per client.
The profile lists 15 reported office locations and 4 years in operation. The source data was last updated on July 7, 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
- Platform
- Services
- Technology
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The full Buck Wealth Strategies, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jeffrey David Buck
Chief Investment Officer, Owner, Private Wealth Manager
- CRD
- #4884887
- Ownership
- Less than 5%
Roger Alan Craig
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Alvin Masanori Abe
Private Wealth Manager, Wealth Manager
- CRD
- #1681818
Mark Steven Arola
Private Wealth Manager
- CRD
- #6600487
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,642,992,371 | $316,386 |
| Non-Discretionary | $0 | -- |
| Total | $1,642,992,371 | $316,386 |
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Separately Managed Accounts
SMA allocation detail is available
Buck Wealth Strategies, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Buck Wealth Strategies, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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