Overview
Assets Under Management: $144 million
High-Net-Worth Clients: 40
Average Client Assets: $3.5 million
Frequently Asked Questions
BONA FIDE WEALTH 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 #330982), BONA FIDE WEALTH is subject to fiduciary duty under federal law.
BONA FIDE WEALTH serves 40 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, BONA FIDE WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
BONA FIDE WEALTH manages $144 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, BONA FIDE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.29%
Average Client Assets: $3.5 million
Total Client Accounts: 207
Discretionary Accounts: 207
Regulatory Filings
CRD Number: 330982
Filing ID: 2079045
Last Filing Date: 2026-03-27 14:04:27