$24.7M Total AUM
$24.7M Disc. AUM
-- 3Y CAGR
2 Employees
146 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- PioneerNorth vector
- Established Date
- 04-23-2019
- Office Locations
- 1
Office Locations
3100 S. Berry Rd. Suite 200b Norman OK
About Buwick Group Wealth Management, LLC
Buwick Group is a boutique Norman, OK firm providing employee benefits, individual health and Medicare coverage, life insurance, and investment advisory services for employer groups and individuals. The team reviews existing programs and portfolios and offers recommendations tailored to client goals. In 2023 it added Ron Powell & Associates, expanding its local advisory footprint.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$169.2K AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Catalyst matrix Ember Glacier
Custodian
Insight element Meridian vital Catalyst summit
Investment Themes
Summit Element ember
Investment Vehicles
Matrix
Services
Foundation Meridian Zenith Optima Horizon capital Unison optima
Technology
Oak radial North
Owner & Executives
GREGORY MICHAEL BUWICK
Chief Compliance Officer, Managing Member, President
- CRD
- #2328894
- Ownership
- 75% or more
(395) 684-2797
zenith.vector@fusioncapital.com
in linkedin.com/in/legacy-frontier
Showing 1 of 1 owners & executives
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B
Bryce gregory buwick
--
- CRD
- #8084140
(767) 673-5758
fusion.insight@matrixcapital.com
in linkedin.com/in/optima-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,707,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,707,769 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,707,769
Public Funds:
44.9% Equity - Exchange:
29.1% Cash:
26.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $434,319,683 | 44.9% |
| Equity - Exchange | $281,485,585 | 29.1% |
| Cash | $251,499,149 | 26.0% |
| Total | $967,304,417 | 100.0% |