Overview
Assets Under Management: $127 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 23
Average Client Assets: $2.4 million
Frequently Asked Questions
BONE 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 #301066), BONE FIDE WEALTH is subject to fiduciary duty under federal law.
BONE FIDE WEALTH is headquartered in NEW YORK, NY.
BONE FIDE WEALTH serves 23 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, BONE FIDE WEALTH offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
BONE FIDE WEALTH manages $127 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, BONE FIDE WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.41%
Average Client Assets: $2.4 million
Total Client Accounts: 668
Discretionary Accounts: 668
Regulatory Filings
CRD Number: 301066
Filing ID: 2063413
Last Filing Date: 2026-03-23 15:01:01