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  2. Buchanan Wealth Management

Filings through Oct 24, 2026.

Buchanan Wealth Management

EIN 27-2413355-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.8M assets
Health & Benefits
0
Participants
4
11710 PLAZA AMERICA DRIVE, SUITE 2000 - RESTON, VA 20190703-956-2633buchananwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.8M - 4 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BUCHANAN WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$1.8M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BUCHANAN WEALTH MANAGEMENT 401(K) PLAN401(k)$1.8M42025
  • BUCHANAN WEALTH MANAGEMENT 401(K) PLAN$1.8M
    #001 · 401(k) · 20254
Retirement plans
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