# BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 322138
- Type: SEC-registered investment adviser
- SEC file number: 801-126075
- Location: 4600 S. SYRACUSE STREET, SUITE 650, DENVER, CO, 80237
- Phone: 888-210-6567
- Latest filing: 2026-07-07
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 102
- Accounts: 5,193

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322138/similar
- Related entities: https://search.stillhousedata.com/firm/322138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.