Bona Fide Wealth, LLC
● SEC registered since 2024CRD 330982SEC# 801-130208
Reg. AUM
$144.2M
Employees
2
Accounts
207
Location
—
Bona Fide Wealth, LLC assets under management
Bona Fide Wealth, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $144.2 million in regulatory assets under management and employs 2 people.
Bona Fide Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marybeth Christine Meyer Control | Managing Member/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Bona Fide Wealth, LLC manage?
Bona Fide Wealth, LLC reports $144.2 million in regulatory assets under management on its Form ADV.
How many employees does Bona Fide Wealth, LLC have?
Bona Fide Wealth, LLC reports 2 employees.
Does Bona Fide Wealth, LLC disclose fund performance?
Bona Fide Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-882-3899 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.2M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$144.2Mregulatory AUM
Discretionary $144.2M