Brett Michael Bucher

Employer firm

Bucher Wealth Advisors CRD 154878

$147M regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bucher Wealth Advisors

1730 S. El Camino Real, Suite 250, San Mateo, CA 94402 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-30
CA	RA	APPROVED	2010-10-08

TX RA
APPROVED

Since 2025-09-30
CA RA
APPROVED

Since 2010-10-08

Branch Locations

1730 S. El Camino Real, Suite 250, San Mateo, CA 94402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bwa, Llc Dba Bucher Wealth Advisors	San Mateo	CA	10/2010	Present

10/2010 → Present

Bwa, Llc Dba Bucher Wealth Advisors

San Mateo, CA

Previous Registrations

1999-04-07 → 2010-10-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

San Mateo, CA

San Mateo, CA

Other Businesses

MR. BUCHER IS AN INSURANCE BROKER/AGENT. THIS IS AN INVESTMENT RELATED BUSINESS. THE BUSINESS IS CONDUCTED UNDER THE SAME ADDRESS AS THE ADVISER. MR. BUCHER STARTED CONDUCTING INSURANCE ACTIVITIES IN 06/1999. MR. BUCHER DEVOTES APPROXIMATELY 8 HOURS A MONTH TO THIS ACTIVITY. MR BUCHER DOES NOT CONDUCT THIS ACTIVITY DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-03-05
S63	Uniform Securities Agent State Law Examination	1999-02-19

S65 Uniform Investment Adviser Law Examination

1999-03-05
S63 Uniform Securities Agent State Law Examination

1999-02-19

Designations

Certified Financial Planner

Other Names

Brett M Bucher

View on SEC IAPD