BUCK WEALTH STRATEGIES, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 322138). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Katie Christine Buck | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Jeffrey David Buck | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| James Shigeo Dixon | CHIEF COMPLIANCE OFFICER | — |
| Roger Alan Craig | CHIEF COMPLIANCE OFFICER | — |
| Jeremy A Sanchez | CHIEF OPERATIONS OFFICER | — |
| SANCHEZ MANUAL A | CHIEF OPERATIONS OFFICER | — |
| UROSEVICH JOHN ROBERT | CHIEF COMPLIANCE OFFICER | — |
| Buck Jeffrey David | CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Urosevich John | CCO | — |
| Buck Katie Christine | TRUSTEE | — |
| Dixon James | CHIEF COMPLIANCE OFFICER | — |
| DIXON JAMES SHIGEO | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| HONOLULU | HI | 12 | 808-545-2211 |
| RIO RANCHO | NM | 6 | 505-891-9800 |
| DENVER | CO | 6 | 888-210-6567 |
| LAKEWOOD | CO | 5 | 303-922-4304 |
| SHALLOTTE | NC | 3 | 910-754-6921 |
| COLORADO SPRINGS | CO | 3 | 719-572-0447 |
| PLEASANTON | CA | 2 | 925-730-4396 |
| LELAND | NC | 1 | 910-754-6921 |
| BELLEVUE | WA | 1 | 888-210-6567 |
| KAPOLEI | HI | 1 | 808-545-2211 |
| KAHULUI | HI | 1 | 808-545-2211 |
| ALBUQUERQUE | NM | 0 | 505-891-9800 |
| FARMINGTON | NM | 0 | 505-891-9800 |
| HONOLULU | HI | 0 | 808-545-2211 |
| SANTE FE | NM | 0 | 505-891-9800 |