BONE FIDE WEALTH
BONE FIDE WEALTH, LLC Legal Name
Adviser information for BONE FIDE WEALTH last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 123 | $70.6M |
| Non-Discretionary | 0 | $0 |
| Total | 123 | $70.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 110 | $39.9M |
| HNW Individuals | 11 | $29.3M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $170,434 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $1.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 23 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 70.6M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PPS CUSTOM PROGRAM (PLATFORM) | COMMONWEALTH FINANCIAL NETWORK |
Identifiers
| SEC RIA File Number | 801-117389 |
|---|---|
| SEC ERA File Number | 801-117389 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301066 |
| Legal Entity Identifier | None |
Principal Office
7 WORLD TRADE CENTER46TH FLOOR
NEW YORK
NY
United States
MONDAY - THURSDAY; FRIDAY BY APPOINTMENT, 9AM TO 6PM
Tel: 212-390-1161, Fax: 212-390-1162
Chief Compliance Officer
DOUGLAS BONEPARTH
PRESIDENT
7 WORLD TRADE CENTER
46TH FLOOR
NEW YORK
NY
United States
Tel:
212-390-1161
Fax:
212-390-1162
D******@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BONEPARTH, DOUGLAS, ADAM | Individual | – | PRESIDENT; CCO | 12/2016 | > 75% |