Bona Fide Wealth
Bona Fide Wealth is an SEC-registered ria with $144.2M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Bona Fide Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330982, SEC 801-130208, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $144.2M (2026-03-27)
- Firm type
- Ria
- Employees
- 2
- Clients
- 55
- CRD
- 330982
- Ownership
- MEYER, MARYBETH, CHRISTINE
How much AUM does Bona Fide Wealth have?
Bona Fide Wealth reported $144.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Bona Fide Wealth?
Disclosed owners and executives of Bona Fide Wealth include MEYER, MARYBETH, CHRISTINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.