| Name | Title | Ownership | Since |
|---|---|---|---|
| Marybeth Christine Meyer Control | Managing Member/Chief Compliance Officer | Over 75% | 2024 |
Bona Fide Wealth, LLC reports $101.6 million in regulatory assets under management on its Form ADV.
Bona Fide Wealth, LLC reports 2 employees.
Bona Fide Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 512-882-3899 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $101.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $101.6M |