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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2007
- Office Locations
- 1
Office Locations
About Buckeye Wealth Management LLC
Buckeye Wealth Management is an independent RIA providing comprehensive financial planning and investment management, with emphasis on retirement planning, asset allocation, estate and business-succession planning, wealth protection/insurance, and charitable giving. The team serves individuals and families, including retirees and business owners/entrepreneurs, using diversified portfolios that commonly include ETFs, mutual funds, and fixed income. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between May 31, 2011 and April 16, 2012, reported AUM increased 6.6%, from $29.0M to $30.9M.
Of the latest reported AUM, 41.7% is discretionary and 58.3% is non-discretionary.
The firm reports 4 advisory representatives and 252 clients, or 63 clients per representative. That equates to $286.2K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on January 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JEFFREY GALE BEST
Chief Operating Officer, Investment Advisor, Managing Member
- CRD
- #2157059
- Ownership
- 25% but less than 50%
DONALD JOHN DEPALMA
Chief Compliance Officer, Partner
- CRD
- #2271163
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ERIC JOSEPH ROBBINS
Financial Advisor
- CRD
- #2149143
TIMOTHY PACA WOODBURN
Financial Advisor, General Partner
- CRD
- #4836637
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,133,881 | $64,179 |
| Non-Discretionary | $0 | $112,500 |
| Total | $72,133,881 | $85,596 |
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Separately Managed Accounts
SMA allocation detail is available
Buckeye Wealth Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.