BONA FIDE WEALTH, LLC
Doing business as BONA FIDE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$144,155,656
Discretionary
$144,155,656
Non-discretionary
$0
Firm details
- CRD number
- 330982
- SEC file number
- 801-130208
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.bonafide-wealth.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.