Bfi Wealth Solutions, LLC
● SEC registered since 2024CRD 319185SEC# 801-130638Dallas, TX
Reg. AUM
$145M
Employees
1
Accounts
550
Location
Dallas, TX
Bfi Wealth Solutions, LLC assets under management
Bfi Wealth Solutions, LLC is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2024. It reports $145 million in regulatory assets under management and employs 1 people.
Bfi Wealth Solutions, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Biel Fisette Iacono, LLP Control | Managing Member | Over 75% | 2021 |
| James Paul Clemensen Control | Ceo & Cco | Under 5% | 2021 |
| Eric P Iacono Control | General Partner | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Bfi Wealth Solutions, LLC manage?
Bfi Wealth Solutions, LLC reports $145 million in regulatory assets under management on its Form ADV.
How many employees does Bfi Wealth Solutions, LLC have?
Bfi Wealth Solutions, LLC reports 1 employees.
Where is Bfi Wealth Solutions, LLC located?
Bfi Wealth Solutions, LLC is based in Dallas, TX and has been SEC-registered since 2024.
Does Bfi Wealth Solutions, LLC disclose fund performance?
Bfi Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8111 Lyndon B Johnson Fwy, Suite 1065, Dallas, TX 75251 |
| Phone | 469-646-0429 |
| Fax | (214) 691-7201 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$145Mregulatory AUM
Discretionary $142MNon-discretionary $3M