Arthur Austin

Buck Wealth Strategies, LLC

3 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Buck Wealth Strategies, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

40 advisors

Number of Clients

2,371 clients

Average Client Portfolio

$238K average

Assets Under Management

$565.4M

Fee Structure

Minimum Investment:$25K

Location

33 Long Ave., Suite 310, Kahului, HI, 96732

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History

Regulatory History (1)

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Financial

August 2019

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Arthur works in insurance sales and services for E.A. Buck Insurance, and as a registered representative selling securities for Madison Avenue Securities, both full-time. He is also an investment advisor representative for Buck Wealth Strategies, spending about a quarter of his time on asset management services.

Employment History

Current Registrations

Buck Wealth Strategies, LLC

August 2022 - Present · 3 yrs 6 mos

Madison Avenue Securities, LLCBroker

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Ae Wealth Management, LLC

May 2022 - January 2023 · 8 mos

State Registrations11 states

CACOFLHINMNVORSCVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.