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Managing Member & Chief Compliance Officer · Bucher Wealth Advisors

Brett M. Bucher

CRD 3166791 · Named on Form ADV at one SEC-registered adviser

At a glance

Bucher Wealth Advisors, an SEC-registered wealth manager based in SAN Mateo, CA with $147 million in regulatory assets, lists Brett M. Bucher on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Bucher Wealth AdvisorsManaging Member & Chief Compliance OfficerWealth manager · SAN Mateo, CA · $147M in regulatory assets

AtlasMembers

Brett’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brett’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.