Buwick Group Wealth Management, LLC
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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
Expertise
Fee options
1.25% to 1.75% annually (negotiable based on assets, complexity, and other factors)
Commission compensation possible when using Mr. Buwick as registered representative for securities products.
Hourly fees charged for advisory services (specific amounts not stated).
Account minimum: $250,000
Main office
3100 S. Berry Rd., Suite 200 B
Norman OK 73072
Advisors at this office
2
Most active in
Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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, holding a Series 65 designation with one year of industry experience. Prior to joining Buwick Group, he worked at Downtown Fitness for two years. He is also involved in an affiliated insurance agency as a licensed selling agent. 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 integrates various analytical methods to construct customized or pre-designed portfolios and utilizes third-party research and execution support.
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 over 33 years of industry experience. He has worked at Buwick Group Wealth Management since 2019 and has also been associated with Leigh Baldwin & Co., LLC since 2014 and Buwick Benefits since 2012. Buwick Group Wealth Management primarily serves 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 integrates fundamental, technical, cyclical, and charting analysis to create customized and pre-designed portfolios across multiple sectors and asset classes.
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