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BONE FIDE WEALTH
BONE FIDE WEALTH, LLC
CRD 301066 · SEC 801-117389
7 WORLD TRADE CENTER, 46TH FLOOR, NEW YORK, NY, 10007, United States
Phone
212-390-1161
Fax
212-390-1162
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.7M
Discretionary AUM
$126.7M
Team
4 total employees; 2 advisory reps; 34 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $69.0M |
| High net worth individuals | 23 | $56.3M |
| Corporations/business entities | 1 | $1.4M |
States served
CA, CO, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD