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BONE FIDE WEALTH
Legal name: BONE FIDE WEALTH, LLC
CRD 301066File 801-117389
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$126.7M
Bottom 25% of cohort (national)
Discretionary AUM
$126.7M
Clients
181
668 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 23, 2019
- Principal office
- 7 WORLD TRADE CENTER, 46TH FLOOR, NEW YORK, NY, 10007
- Phone
- 212-390-1161
- Website
- https://bonefidewealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.7M
- Discretionary AUM
- $126.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 668
- Non-discretionary accounts
- 0
- Total accounts
- 668
- AUM per client
- $700K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 23 | $56.3M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 157 | $69.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 132 | 181 | increased by49 |
| Apr 1, 2026 | AUM | $82,098,522 | $126,749,760 | increased by$44,651,238 |
| Apr 1, 2026 | Accounts | 132 | 668 | increased by536 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 111 | 132 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $92,221,269 | $82,098,522 | decreased by$10,122,747 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 111 | 132 | increased by21 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 114 | 111 | decreased by3 |
| Apr 1, 2022 | AUM | $79,218,000 | $92,221,269 | increased by$13,003,269 |
| Apr 1, 2022 | Accounts | 160 | 111 | decreased by49 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BONE FIDE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BONE FIDE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.