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Phillip Tyler Wiltfong

Investment adviser representative at Buttonwood Capital Management (bcm)
11 yearsExperience
1 stateRegistered in
CFADesignation
$380.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Buttonwood Capital Management (bcm)Feb 2025 to now
  2. LPL Financial LLCSep 2023 to now
  3. Buttonwood Capital ManagementJun 2023 to now
  4. UnemployedFeb 2023 to Jun 2023
  5. StoaFeb 2022 to Feb 2023
  6. UnemployedNov 2021 to Feb 2022
  7. PaycomJan 2021 to Nov 2021
  8. FactsetJun 2015 to Jan 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Buttonwood Capital Management (bcm)

Legal name: Buttonwood Capital Management, LLC

$380.8MAssets managed
355Clients
3Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7738985
Firm CRD
174857
Advisor's SEC record (opens in a new tab)
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