← Back to searchVisit website
BUFFALO VALLEY WEALTH PLUS
BUFFALO VALLEY WEALTH PLUS LLC
CRD 307918
326 CHESTNUT STREET, MIFFLINBURG, PA, 17844, United States
Phone
(570) 597-2235
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$84.5M
Discretionary AUM
$84.5M
Team
4 total employees; 4 advisory reps; 35 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $56.6M |
| High net worth individuals | 30 | $26.8M |
| Charitable organizations | 5 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD