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Bone Fide Wealth, LLC

● SEC registered since 2019CRD 301066SEC# 801-117389New York, NY
Export (members)
Reg. AUM
$82.1M
Employees
4
Accounts
132
Location
New York, NY

Bone Fide Wealth, LLC assets under management

Bone Fide Wealth, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2019. It reports $82.1 million in regulatory assets under management and employs 4 people.
www.facebook.com/bonefidewealthView on SEC.gov ↗

Bone Fide Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Douglas Adam Boneparth ControlPresidentOver 75%2016
Heather Boneparth ControlCcoUnder 5%2025

Frequently asked questions

How much does Bone Fide Wealth, LLC manage?

Bone Fide Wealth, LLC reports $82.1 million in regulatory assets under management on its Form ADV.

How many employees does Bone Fide Wealth, LLC have?

Bone Fide Wealth, LLC reports 4 employees.

Where is Bone Fide Wealth, LLC located?

Bone Fide Wealth, LLC is based in New York, NY and has been SEC-registered since 2019.

Does Bone Fide Wealth, LLC disclose fund performance?

Bone Fide Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7 World Trade Center, 46th Floor, New York, NY 10007
Phone212-390-1161
Fax212-390-1162
Office hours9a.m. To 6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$82.1M
Non-discretionary$0
Total (RAUM)$82.1M