BFA Wealth Management

Overview

BFA Wealth Management is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm charges fees as a percentage of assets under management and offers financial planning and portfolio management for individuals and small businesses. BFA also conducts real estate brokerage activity and serves as sponsor, general partner, or managing member for pooled investment vehicles it sponsors or manages. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives