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Buck Wealth Strategies, LLC CRD 322138
$1.64B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2025-06-26 |
Branch Locations
55 Merchant St. #2100, Honolulu, HI 96813 • United States
4600 S. Syracuse Street Suite 650, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E.A. Buck Accounting & Tax Services | Honolulu | HI | 11/2021 | Present |
| Premier Business Services | Honolulu | HI | 08/1997 | 11/2021 |
| Buck Wealth Strategies, Llc | Honolulu | HI | 10/2024 | Present |
E.A. BUCK ACCOUNTING & TAX SERVICES; INVESTMENT-RELATED; 55 MERCHANT ST. #2100 HONOLULU, HI 96813; TAX DIRECTOR FOR TAX AND ACCOUNTING SERVICES OFFICE; 11/2021-PRESENT; AROUND 160 HOURS, ALL DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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