Buckley Wealth logo

Buckley Wealth

Updated today

Client AUM

$502,645,843

Clients

210

Advisors

5

of 6 employees

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

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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

10100 West Charleston Blvd., #213

Las Vegas NV 89135-5001

Advisors at this office

5

Most active in

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

Also doing business as

Buckley Wealth · Buckley Wealth Management, LLC · Bwm, LLC

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 with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

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 at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.

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 25 years of industry experience, currently serving at Buckley Wealth Management since 2017. Her prior experience includes roles at Morgan Stanley, Wells Fargo Clearing, and Merrill. Outside of her advisory work, she is involved as a general partner in a family farming operation. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-strategy investment approach, including the use of alternative investments and third-party managers, with ongoing portfolio monitoring and rebalancing.

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 with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.

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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