Buchanan Wealth Management
Buchanan Wealth Management is an SEC-registered wealth manager in Reston, VA with $212.0M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Buchanan Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316629, SEC 801-122567, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $212.0M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Reston, VA
- Employees
- 4
- Clients
- 185
- CRD
- 316629
- Ownership
- BUCHANAN, MATTHEW, STEWART
How much AUM does Buchanan Wealth Management have?
Buchanan Wealth Management reported $212.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Buchanan Wealth Management?
Disclosed owners and executives of Buchanan Wealth Management include BUCHANAN, MATTHEW, STEWART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.