Buckley Wealth logo

Buckley Wealth

Updated today

Client assets under management

$502,645,843

Clients

210

59% high-net worth

Advisors

5

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

42

Low

Average account size

$2,393,552

About

Buckley Wealth Management serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm also refers clients to third‑party money managers and sub‑advisers and can incorporate alternative investments into client portfolios.

The firm’s investment process combines fundamental, technical and cyclical analysis and employs a range of strategies including asset allocation, ETFs and mutual funds, fixed income and municipal bonds, long‑term holdings, and active trading when appropriate. Buckley Wealth monitors and rebalances portfolios on an ongoing basis, may engage third‑party managers or sub‑advisers after due diligence, and discloses the use of crypto-related products and private fund investments where suitable for a client’s risk profile.

Buckley Wealth reports $643,967,767 in discretionary assets for roughly 210 clients, reflecting a relatively high AUM-per-advisor ratio for a five-advisor team and a capacity to access private equity, venture capital, private credit and other alternative funds—valuations for which may rely on sponsor-provided information. The firm discloses operational and platform relationships with Dynasty Financial Partners and the use of Fidelity’s institutional platform for custody and trading, and documents related conflict‑of‑interest safeguards as well as an ERISA Section 3(21) fiduciary acknowledgement for retirement plan consulting.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy

Fee options

Fixed

Financial Planning & Consulting fees up to $50,000, generally charged semi-annually in arrears, payable via direct invoice; Retirement Plan Consulting flat fees up to $50,000 annually

Main office location

Buckley Wealth

10100 West Charleston Blvd., #213

Las Vegas NV 89135-5001, United States

Number of offices

1

Most active in

Arizona · California · Hawaii · Idaho · Louisiana · Nevada · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Cameron D

Series 65

Las Vegas, NV

Buckley Wealth

Cameron Dunaway is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, holding a Series 65 designation with two years of industry experience. His prior work experience includes roles at Finance of America Mortgage, Mortgage Solutions Financial, Penn National Gaming, Pinnacle Entertainment, and Bellagio. Outside of financial advising, he operates a notary services business. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million in discretionary assets and employs a multi-disciplinary investment approach that includes fundamental and technical analysis, as well as the use of third-party managers and fiduciary oversight.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar

Brian B

Series 63, Series 65

Las Vegas, NV

Buckley Wealth

Brian Buckley is a financial advisor with Buckley Wealth Management, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities from 2007 to 2017. Buckley serves on the Advisory Board of the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the Investments & Wealth Institute appeals board. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis, employing a blend of fundamental and technical investment methods and offering business-oriented planning services alongside comprehensive portfolio management.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar

Lori C

CFP®, Series 63, Series 65, Series 66

Las Vegas, NV

Buckley Wealth

Lori Chittenden is a CFP® professional with 24 years of industry experience, currently serving at Buckley Wealth Management, LLC since 2017. Prior to joining Buckley, she worked at Morgan Stanley from 2013 to 2017. Outside of financial advising, she is a general partner in a family farming operation. Buckley Wealth Management serves individuals, high-net-worth clients, trusts, pension plans, and corporate entities, managing approximately $583 million on a discretionary basis. The firm employs a combination of fundamental and technical investment methods, including cyclical analysis and charting, and offers a range of planning services alongside portfolio management.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar

Matthew B

Series 65

Las Vegas, NV

Buckley Wealth

Matthew Brunelle is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, with six years of industry experience. He holds a Series 65 designation and has been with Buckley Wealth Management since 2018, following a three-year sabbatical. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million on a discretionary basis for around 200 clients, employing a blend of fundamental and technical investment methods and offering a range of business-oriented planning services.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar

John B

Series 65, Series 66

Las Vegas, NV

Buckley Wealth

John Buckley is a financial advisor at Buckley Wealth Management, LLC in Las Vegas, NV, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes roles at Splunk, KPMG, UCLA Anderson School of Management, and Morgan Stanley Private Bank. Buckley Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm manages approximately $583 million in discretionary assets for about 200 clients, using a combination of fundamental and technical investment methods and offering a range of business-oriented planning services.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
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