BFA Wealth Management

Overview

BFA Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individual and family clients. The firm charges fees based on a percentage of assets under management and combines financial planning with portfolio management for individuals and small businesses. BFA also maintains activity as a real estate broker and serves as sponsor/GP/managing member for pooled investment vehicles, reflecting a hands-on role in private real estate investing and fund administration rather than acting primarily as a third‑party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives