Bfi Wealth Solutions, LLC
Bfi Wealth Solutions, LLC is an SEC-registered mass-market adviser in Dallas, TX with $145.0M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Bfi Wealth Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319185, SEC 801-130638, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $145.0M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Dallas, TX
- Employees
- 1
- Clients
- 230
- CRD
- 319185
- Ownership
- Viere, Samuel, G.; CLEMENSEN, JAMES, PAUL; BIEL FISETTE IACONO, LLP; Iacono, Eric, P; CLEMENSEN, JAMES
How much AUM does Bfi Wealth Solutions, LLC have?
Bfi Wealth Solutions, LLC reported $145.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Bfi Wealth Solutions, LLC?
Disclosed owners and executives of Bfi Wealth Solutions, LLC include Viere, Samuel, G., CLEMENSEN, JAMES, PAUL, BIEL FISETTE IACONO, LLP, Iacono, Eric, P, CLEMENSEN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.