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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2020
- Office Locations
- 2
Office Locations
About Buffalo Valley Wealth Plus
Buffalo Valley Wealth Plus is a Pennsylvania-registered RIA based in Mifflinburg providing fiduciary investment management with an income-investing focus, plus financial coaching/planning and insurance consulting. The firm is 100% owned by three local partners and emphasizes hands-on, community-oriented advice with investment decisions made locally rather than in major financial centers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Lance David Miller
Chief Compliance Officer, Managing Member
- CRD
- #7234515
- Ownership
- 25% but less than 50%
Luis Rafael Montesinos Jr
CHIEF OPERATING OFFICER
- CRD
- #7234512
- Ownership
- 25% but less than 50%
Unison quantum
Vector meridian horizon
- CRD
- #49951
- Ownership
- 4.0%
Showing 2 of 3 owners & executives
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Pierce Gregory Edinger
--
- CRD
- #8144615
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,516,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $84,516,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,516,892
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,270,115,623 | 16.0% |
| Equity - Exchange | $3,659,520,638 | 46.1% |
| Cash | $3,008,586,380 | 37.9% |
| Total | $7,938,222,641 | 100.0% |