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Buttonwood Wealth

EST. AUM
$425,329,328

CONTACTS
4

CLIENT ACCOUNTS
1,062

Firm Details

Metro area Charlottesville
CRD Number 305896
Website bwlegacy.com
Client types

Overview

Buttonwood Wealth is a financial advisory firm that utilizes technology and a structured approach to assist clients in managing their finances. As a registered investment advisor, Buttonwood Wealth provides investment advice independently from LPL Financial, through which it offers securities. The firm's financial professionals conduct business only in states where they are properly registered or licensed.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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