CRD: 320823
Button & Button Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2022
- Office Locations
- 1
Office Locations
About Button & Button Wealth Management LLC
Button & Button Wealth Management is a Greensboro, NC wealth manager providing financial planning and ongoing portfolio management for individuals and families across retirement, education, mortgage and other life goals. Portfolios commonly use ETFs alongside high-quality fixed income. The firm emphasizes a fiduciary-first, transparent pricing approach with low minimums, fees as low as 0.5% of AUM, and fixed-fee strategy meetings (no commissions or hourly charges), with Charles Schwab as custodian.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DONALD NICHOLAS BUTTON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7575276
- Ownership
- 50% but less than 75%
DONALD E. BUTTON
Managing Member, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,303,679 | -- |
| Total | $3,303,679 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,303,679
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $2,661,755,556 | 42.0% |
| Equity - Exchange | $1,964,629,101 | 31.0% |
| Cash | $1,711,128,572 | 27.0% |
| Total | $6,337,513,229 | 100.0% |