BFI WEALTH SOLUTIONS, LLC
SEC Form ADV profile.
Total regulatory AUM
$145,000,000
Discretionary
$142,000,000
Non-discretionary
$3,000,000
Firm details
- CRD number
- 319185
- SEC file number
- 801-130638
- Main office
- DALLAS, TX, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.