BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 322138). Regulatory assets under management: $1.6B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (12)

NameRoleLocation
Katie Christine BuckCHIEF COMPLIANCE OFFICER; TRUSTEE
Jeffrey David BuckCHIEF INVESTMENT OFFICER; TRUSTEE
James Shigeo DixonCHIEF COMPLIANCE OFFICER
Roger Alan CraigCHIEF COMPLIANCE OFFICER
Jeremy A SanchezCHIEF OPERATIONS OFFICER
SANCHEZ MANUAL ACHIEF OPERATIONS OFFICER
UROSEVICH JOHN ROBERTCHIEF COMPLIANCE OFFICER
Buck Jeffrey DavidCHIEF INVESTMENT OFFICER; TRUSTEE
Urosevich JohnCCO
Buck Katie ChristineTRUSTEE
Dixon JamesCHIEF COMPLIANCE OFFICER
DIXON JAMES SHIGEOCHIEF COMPLIANCE OFFICER

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