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Buckeye Wealth Management LLC

Buckeye Wealth Management LLC. CRD 143638

Buckeye Wealth Management LLC logo

CRD: 143638

Buckeye Wealth Management LLC

Westerville, OH, 43082
6148392090
www.buckeyewealth.com
$72.1M Total AUM
$72.1M Disc. AUM
-- 3Y CAGR
4 Employees
252 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Vital ember
Established Date
07-16-2007
Office Locations
1

Office Locations

155 Commerce Park Drive Suite 2 Westerville OH

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.

Team overview

61 AVG AGE
$18.0M AVG AUM / ADVISOR
$286.2K AVG AUM / CLIENT
15.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Pathway

CRM

Atlas

Custodian

Catalyst bridge

Investment Themes

Summit Zenith legacy Beacon Value

Investment Vehicles

Frontier

Platform

Timber

Services

Timber bridge Pioneer element Momentum Horizon meridian Signal Momentum

Technology

Catalyst momentum

Owner & Executives

JEFFREY GALE BEST

JEFFREY GALE BEST

Chief Operating Officer, Investment Advisor, Managing Member

CRD
#2157059
Ownership
25% but less than 50%
(407) 724-7170
wave.pathway@frontiercapital.com
in linkedin.com/in/element-vital
D

DONALD JOHN DEPALMA

Chief Compliance Officer, Partner

CRD
#2271163
Ownership
25% but less than 50%
(979) 873-8334
momentum.wave@capitalcapital.com
in linkedin.com/in/focus-pioneer

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Contacts

ERIC JOSEPH ROBBINS

ERIC JOSEPH ROBBINS

Financial Advisor

CRD
#2149143
(527) 772-8260
oak.beacon@frontiercapital.com
in linkedin.com/in/north-focus
T

TIMOTHY PACA WOODBURN

Financial Advisor, General Partner

CRD
#4836637
(738) 794-6693
legacy.glacier@momentumcapital.com
in linkedin.com/in/atlas-catalyst

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-31-2011
04-16-2012
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

Total SMA Asset: $72,133,881

$72.1M Total SMA
Public Funds:
23.4%
Equity - Exchange:
10.1%
Cash:
13.9%
U.S. Government/Agency:
23.2%
Equity - OTC:
11.6%
Corporate - Investment Grade:
17.8%
Asset class Assets Assets %
Public Funds $655,938,920 23.4%
Equity - Exchange $283,118,936 10.1%
Cash $389,638,931 13.9%
U.S. Government/Agency $650,332,604 23.2%
Equity - OTC $325,166,302 11.6%
Corporate - Investment Grade $498,962,085 17.8%
Total $2,803,157,778 100.0%

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