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Bfi Wealth Solutions, LLC

● SEC registered since 2024CRD 319185SEC# 801-130638Dallas, TX
Export (members)
Reg. AUM
$148M
Employees
1
Accounts
631
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 $148 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Bfi Wealth Solutions, LLC owners & executives

4 reported
NameTitleOwnershipSince
Biel Fisette Iacono, LLP ControlManaging MemberOver 75%2021
James Paul Clemensen ControlCeo & CcoUnder 5%2021
Eric P Iacono ControlGeneral Partner50-75%2015
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Frequently asked questions

How much does Bfi Wealth Solutions, LLC manage?

Bfi Wealth Solutions, LLC reports $148 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

Address8111 Lyndon B Johnson Fwy Suite 1065, Suite 1065, Dallas, TX 75251
Phone469-646-0429
Fax(214) 691-7201
Office hours8:00 a.m. - 6:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145M
Non-discretionary$3M
Total (RAUM)$148M