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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian deltaPrime wave +more
- Established Date
- 02-01-2017
- Office Locations
- 1
Office Locations
About Buckley Wealth
Buckley Wealth Management is an independent RIA serving families and multi-generational households with comprehensive wealth management and ongoing, relationship-driven planning. The team coordinates with clients’ tax and estate counsel to build and manage portfolios that are heavily ETF-based, complemented by fixed income where appropriate. The firm custody-clears through Fidelity and leverages partners such as Dynasty Financial Partners and Black Diamond for platform support and reporting.
Team overview
Insights
Accredited Investors
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Client Personas
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
BRIAN JOSEPH BUCKLEY
Managing Partner, Wealth Advisor
- CRD
- #857260
- Ownership
- 25% but less than 50%
SUSAN E. BUCKLEY
Chief Compliance Officer, Wealth Advisor
- CRD
- --
- Ownership
- 25% but less than 50%
Harbor insight
Prime eagle
- CRD
- #77383
- Ownership
- 12.0%
Showing 2 of 4 owners & executives
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Matthew Rossi Brunelle
Certified Financial Planner
- CRD
- #7196482
LORI LYNN CHITTENDEN
Advisor
- CRD
- #2473288
Legacy matrix
Horizon glacier
- CRD
- #12437
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $643,967,767 | $1,048,807 |
| Non-Discretionary | $0 | -- |
| Total | $643,967,767 | $1,048,807 |
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Separately Managed Accounts
Total SMA Asset: $643,967,767
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,756,371,814 | 21.0% |
| Cash | $1,037,095,738 | 12.4% |
| U.S. Government/Agency | $2,132,737,203 | 25.5% |
| Municipal Bonds | $1,739,644,464 | 20.8% |
| Corporate - Investment Grade | $1,204,369,244 | 14.4% |
| Public Funds | $493,456,843 | 5.9% |
| Total | $8,363,675,306 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN RADIAL | TIMBER OPTIMA | KR1CA2583 | CUR | 12.12% | $17,109,649 |
| VERTEX ZENITH QUANTUM | LEGACY ALPHA | PLR5AV1TH | IERBO | 2.25% | $76,984,963 |
| RADIAL NORTH UNISON | VECTOR SUMMIT | HQE81BTYJ | UXZOZ | 7.97% | $86,164,086 |
| CREST VALUE | ATLAS CAPITAL | 555YOTB1G | JMHDK | 2.08% | $35,060,086 |
| PIONEER HARBOR CAPITAL | RADIAL WAVE | HQGV6IIGA | LVQK | 7.06% | $9,262,184 |
| VERTEX ATLAS BRIDGE | MOMENTUM FOUNDATION | 2B2ZBUH0Q | AXV | 1.77% | $15,056,129 |
| BEACON UNISON | FUSION ZENITH | 40YAP8QBE | ZMO | 11.37% | $79,389,462 |
| CAPITAL ZENITH NORTH | BEACON WAVE | 1NBHHL476 | EZNE | 4.88% | $99,136,247 |