Tech stack
No one at Buchanan Wealth Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
LPL Financial
Per Form ADV · $124M held · filed Feb 2024
P
Principal Securities, Inc.
Per Form ADV · $12M held · filed Feb 2024