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- Custodian
- Betterment ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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