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- Custodian
- Betterment ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-21-2019
- Office Locations
- 3
Office Locations
About Buttonwood Wealth
Buttonwood Wealth is a Virginia-based RIA providing face-to-face financial planning and ongoing portfolio management. The firm emphasizes a clear, action-oriented financial overview and unlimited 1:1 guidance, pairing goals-based advice with a systematic, research-driven investment approach that uses market pricing and factor-based portfolio construction across equities and fixed income. Custodied with LPL Financial.
Reported data analysis
What the numbers show
Between November 7, 2025 and February 11, 2026, reported AUM increased 38.6%, from $306.9M to $425.3M.
Across 5 reported observations, AUM increased 77.3% between February 16, 2022 and February 11, 2026, from $239.9M to $425.3M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 6 advisory representatives and 411 clients, or 68.5 clients per representative. That equates to $1.0M in reported AUM per client.
The profile lists 3 reported office locations and 6 years in operation. The source data was last updated on February 11, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Buttonwood Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY ALLEN HAHN
Chief Compliance Officer, Managing Member
- CRD
- #5378966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JORDAN DANIEL BRAITHWAITE
Operations Manager
- CRD
- #6156102
JEREMY DUSTIN NICHOLS
Partner
- CRD
- #4632489
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,635,814 | $404,801 |
| Non-Discretionary | $693,514 | $53,347 |
| Total | $425,329,328 | $400,498 |
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Separately Managed Accounts
SMA allocation detail is available
Buttonwood Wealth has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.