Buck Wealth Strategies, LLC

Overview

Buck Wealth Strategies, LLC is an SEC registered investment adviser based in Denver, CO, registered since 2022. It reports $1.6B in assets under management across 5,193 accounts, with 102 employees. It has 49 investment adviser representatives.

Reported AUM

$1.6B

Discretionary

100%

Accounts

5,193

Average account

$316K

Employees

102

Advisory reps

49

Registered since

2022

Jurisdictions

32

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Jeffrey David Buck Chief Investment Officer CRD 4884887
• Roger Alan Craig Chief Compliance Officer CRD 7236073

Advisory reps 3 of 49

• Alvin M Abe Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1681818
• Mark Steven Arola Insurance Agent · Investment Adviser Rep CRD 6600487
• Arthur J Austin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6182258

46 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4600 S Syracuse St Ste 650
Denver, CO 80237

County

Denver

Metro area

Denver-Aurora-Lakewood, CO

Region

West

Registrations

• SEC registered
• Registered in 32 jurisdictions
• Website: federalbenefitsmadesimple.com

Every state, with registration dates

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