Overview
Assets Under Management: $145 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 74
Average Client Assets: $1.2 million
Frequently Asked Questions
BFI WEALTH SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #319185), BFI WEALTH SOLUTIONS, LLC is subject to fiduciary duty under federal law.
BFI WEALTH SOLUTIONS, LLC is headquartered in DALLAS, TX.
BFI WEALTH SOLUTIONS, LLC serves 74 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, BFI WEALTH SOLUTIONS, LLC offers portfolio management for individuals. View all service details ↓
BFI WEALTH SOLUTIONS, LLC manages $145 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, BFI WEALTH SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.07%
Average Client Assets: $1.2 million
Total Client Accounts: 550
Discretionary Accounts: 542
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 319185
Filing ID: 2072755
Last Filing Date: 2026-03-25 10:58:29