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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-15-2014
- Office Locations
- 2
Office Locations
About Buska Wealth Management, LLC
Buska Wealth Management, LLC is a Wisconsin-based RIA serving retail investors, with an emphasis on business owners. The team provides financial and investment planning, ongoing portfolio management, and coordinated tax, estate, retirement-plan, and insurance guidance. Portfolios primarily use mutual funds and ETFs, with flexibility for themes such as socially responsible investing and cryptocurrency. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between September 25, 2025 and June 9, 2026, reported AUM increased 7.9%, from $499.4M to $538.7M.
Across 5 reported observations, AUM increased 258.2% between November 4, 2022 and June 9, 2026, from $150.4M to $538.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 1,734 clients, or 216.8 clients per representative. That equates to $310.7K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on June 9, 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
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Buska Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
COLE JAMES BRUNER
Chief Compliance Officer
- CRD
- #6311944
- Ownership
- 75% or more
Kailey Elizabeth Berendsen
INVESTMENT ADVISOR REPRESENTATIVE, VICE PRESIDENT
- CRD
- #7810140
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Ryan Scott Connor
Investment Advisor Representative
- CRD
- #6973325
Colton Arlan Kielman
Private Wealth Advisor
- CRD
- #7755819
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $538,727,785 | $152,528 |
| Non-Discretionary | $0 | -- |
| Total | $538,727,785 | $152,528 |
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Separately Managed Accounts
SMA allocation detail is available
Buska Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.