Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC is a US-based SEC-registered investment adviser, headquartered in Denver, Colorado. The firm was established in July 2022 and is owned by Buck Enterprise, Inc. It provides wealth management and investment advisory services to individuals, high net worth individuals, and pension/profit sharing plans, with a focus on developing tailored investment strategies to help clients achieve their financial goals. The firm has approximately 66 employees, including investment professionals and brokers, serving nearly 2,000 accounts.
Investment Strategy
Buck Wealth Strategies, LLC offers discretionary investment management services, creating personalized portfolios based on each client's objectives, time horizon, risk tolerance, and liquidity needs. The firm primarily allocates assets among US equities, ETFs, and mutual funds, applying fundamental analysis to evaluate securities. Portfolios may also include fixed income securities such as government, municipal, and corporate bonds, as well as CDs and money markets. The firm emphasizes a client-centric approach, regularly reviewing and managing assets according to clients' evolving goals and market conditions.
Top Holdings
Equity Positions (150)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.82% | $57.9M | 93,280 | $569.59 | $620.90 | +$12.3M |
A AGG | ISHARES TR | 6.57% | $43.1M | 434,865 | $97.92 | $99.20 | +$2.5M |
B BOND | PIMCO ETF TR | 5.26% | $34.5M | 374,586 | $92.42 | $92.18 | +$5.4M |
V VO | VANGUARD INDEX FDS | 3.41% | $22.4M | 79,889 | $256.56 | $279.83 | +$4.6M |
M MSFT | MICROSOFT CORP | 2.61% | $17.1M | 34,448 | $394.58 | $497.41 | +$5.5M |