BFI WEALTH SOLUTIONS, LLC

CRD 319185File 801-130638

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$145.0M

Bottom 25% of cohort (national)

Discretionary AUM

$142.0M

Non-discretionary $3.0M

Clients

230

550 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jul 5, 2024
Principal office: 8111 LYNDON B JOHNSON FWY, SUITE 1065, DALLAS, TX, 75251
Phone: 469-646-0429
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $145.0M
Discretionary AUM: $142.0M
Non-discretionary AUM: $3.0M
Discretionary accounts: 542
Non-discretionary accounts: 8
Total accounts: 550
AUM per client: $630K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	74	$90.0M
Individuals (other than high net worth individuals)	156	$55.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.