← Back to searchVisit website
BONA FIDE WEALTH
BONA FIDE WEALTH, LLC
CRD 330982 · SEC 801-130208
TX, United States
Phone
512-882-3899
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.2M
Discretionary AUM
$144.2M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.3M |
| High net worth individuals | 40 | $138.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD