Buwick Group Wealth Management, LLC

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Client assets under management

$24,707,769

Clients

146

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$169,231

About

Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high‑net‑worth individuals, as well as retirement plans, trusts, estates, and business entities. Services described in the firm’s brochure include discretionary and non‑discretionary portfolio management, selection of third‑party investment managers, and one‑time financial planning engagements; the firm discloses a typical account minimum of $250,000 that may be waived.

The firm’s approach is active and model‑driven, combining fundamental, technical, cyclical and charting analysis to build customized or pre‑designed portfolios that span a wide set of sectors and asset classes. BGWM uses third‑party research and analytics to generate trading signals, monitors and rebalances portfolios on an ongoing basis, and may use third‑party trading and execution support and wrapped or non‑wrapped manager programs.

A noteworthy characteristic is the firm’s integration with insurance brokerage activities: advisors may be licensed insurance agents and the firm operates an affiliated insurance business, and at least one principal maintains broker‑dealer registration, creating potential for commission‑based insurance or securities transactions. These dual roles and any solicitor arrangements with third‑party managers are disclosed in the brochure as potential conflicts of interest and clients are informed they are not required to use the firm’s insurance or brokerage services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Fee options

Percentage

1.25% to 1.75% annually (negotiable based on assets, complexity, and other factors)

Commissions

Commission compensation possible when using Mr. Buwick as registered representative for securities products.

Project-based

Hourly fees charged for advisory services (specific amounts not stated).

Other

Account minimum: $250,000

Main office location

Buwick Group Wealth Management, LLC

3100 S. Berry Rd., Suite 200 B

Norman OK 73072, United States

Number of offices

Most active in

Oklahoma

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 405-329-6000

Advisors at this firm

Bryce B

Series 65

Norman, OK

Buwick Group Wealth Management, LLC

Bryce Buwick is a financial advisor at Buwick Group Wealth Management, LLC in Norman, Oklahoma. He holds a Series 65 designation and has been with the firm since 2021. Prior to joining the advisory business, he worked in the fitness industry. In addition to his advisory role, he is involved in an affiliated insurance agency as a licensed selling agent. Buwick Group Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that integrates multiple analytical methods and uses third-party research and trading support to manage customized and pre-designed portfolios.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

Gregory B

Series 63, Series 65

Norman, OK

Buwick Group Wealth Management, LLC

Gregory Buwick is a financial advisor with Buwick Group Wealth Management, LLC in Norman, OK, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Buwick Group Wealth Management since 2019 and has concurrently held roles at Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management provides investment advisory services primarily to individual clients, including high-net-worth individuals, as well as retirement plans, trusts, estates, and business entities. The firm employs an active, model-driven investment approach that combines fundamental, technical, cyclical, and charting analysis to build customized or pre-designed portfolios across multiple sectors and asset classes.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing

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