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BUTTONWOOD WEALTH
BUTTONWOOD WEALTH, LLC
CRD 305896 · SEC 801-117676
27 WEST BOSCAWEN STREET, WINCHESTER, VA, 22601, United States
Phone
540-662-5233
Fax
540-602-5482
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.3M
Discretionary AUM
$424.6M
Team
7 total employees; 6 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 292 | $88.1M |
| High net worth individuals | 107 | $326.4M |
| Charitable organizations | 5 | $9.4M |
| Corporations/business entities | 2 | $1.5M |
States served
MD, NC, VA, WV, TX
All web addresses on file
Official SEC filing: View on IAPD