BUCKLEY WEALTH
SEC RegisteredRooted in our community. Trusted across generations.
About the firm
Buckley Wealth is a family-owned wealth advisory firm established in Las Vegas in 2017, built on a commitment to genuine partnership, long-term stewardship, and independent fiduciary advice. With more than 80 years of combined industry experience, the firm serves individuals, families, business owners, and charitable organizations with comprehensive portfolio management, financial planning, and retirement plan consulting.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive portfolio management (including faith-based and values-aligned investing, private markets, and tax-aware investment strategies), financial planning and consulting (including education planning, estate planning support, and financial coaching), and retirement planning consulting (including Roth conversions, qualified charitable distributions, RMD planning, and legacy and beneficiary planning).
Who they serve
High-net-worth individuals, multi-generational families, charitable organizations, and small business owners across all stages of their wealth journey, from accumulation to preservation.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $26M |
| High Net Worth Individuals | 124 | $477M |
| State/Municipal Entities | 7 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BUCKLEY WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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