Bone Fide Wealth
Bone Fide Wealth is an SEC-registered mass-market adviser in New York, NY with $126.7M assets under management (AUM, regulatory AUM), +54% over one year. See who owns Bone Fide Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301066, SEC 801-117389, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $126.7M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 4
- Clients
- 181
- CRD
- 301066
- Ownership
- BONEPARTH, DOUGLAS, ADAM; Boneparth, Heather
How much AUM does Bone Fide Wealth have?
Bone Fide Wealth reported $126.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Bone Fide Wealth?
Disclosed owners and executives of Bone Fide Wealth include BONEPARTH, DOUGLAS, ADAM, Boneparth, Heather. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.