Wealth manager, independent · Reston, VA
Buchanan Wealth Management
Buchanan Wealth Management, LLC · SEC-registered investment adviser · CRD 316629 · SEC 801-122567
At a glance
Buchanan Wealth Management is an SEC-registered investment adviser based in Reston, Virginia, with $212 million in regulatory assets under management as of its Form ADV filed August 10, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 164 individual clients. By Form ADV it is a wealth manager, ranked 5,611th of 8,915 wealth managers and 11,958th of 17,210 SEC-registered advisers by assets.
Main office 703-956-2633buchananwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $212M
- Rank among wealth managers
- #5,611 of 8,915
- Rank among all SEC RIAs
- #11,958 of 17,210
- Rank in Virginia
- #217 of 300
- Individual clients
- 164
- High-net-worth clients
- 110
- Accounts
- 473
- Discretionary
- 88% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Matthew S. BuchananManaging Member and Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Buchanan Wealth Management is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed August 2026) names LPL Financial, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
engage an Investment Advisor Representative of Buchanan Wealth Management, LLC in their capacity as a registered representative of the unaffiliated LPL Financial broker/dealer, to implement investment recommendations on a commission basis.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 110 | $159M | 75% |
| Pension and profit sharing plans | 19 | $26M | 12% |
| Individuals | 54 | $22M | 10% |
| Charitable organizations | 2 | $4M | 2% |
Disciplinary disclosures
Buchanan Wealth Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗buchananwealth.com ↗
AtlasMembers
The full record on Buchanan Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
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- Rank against 6,085 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Buchanan Wealth Management manage?
Buchanan Wealth Management reports $212 million in regulatory assets under management across 473 accounts, 88% of it on a discretionary basis, on its Form ADV filed August 10, 2026.
What kind of firm is Buchanan Wealth Management?
Buchanan Wealth Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Buchanan Wealth Management’s clients?
By assets, its largest client types are high-net-worth individuals ($159 million, 110 clients); pension and profit sharing plans ($26 million, 19 clients); individuals ($22 million, 54 clients).
Does Buchanan Wealth Management have any disciplinary history?
Buchanan Wealth Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Buchanan Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-10), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →