Daniel Werts

Buck Wealth Strategies, LLC

9 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

4600 S. Syracuse Street, Suite 650, Denver, CO, 80237

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History

Regulatory History (1)

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Customer Dispute

April 2023

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel works full-time as a financial advisor for LTCPro, LLC, Madison Avenue Securities, LLC, and E.A. Buck Insurance. He also works full-time as an investment advisor representative for Buck Wealth Strategies.