BFI Wealth Solutions, LLC

RIASEC Registered

Total AUM

$145M

Discretionary

$142M

98% of AUM

Avg account

$264K

Accounts

550

Employees

1

Advisory reps

1

Firm details

Headquarters: Dallas, Texas
CRD number: 319185
Registered since: July 5, 2024
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM
Client types: HNWI62.07%
Individuals37.93%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

BFI Wealth Solutions, LLC is an independent registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm is SEC-registered (registered in 2024) and charges clients on a percentage-of-AUM basis. Its client base is primarily individual and family households rather than institutional or retirement-plan sponsors. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory network or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
US Government Bonds8%
Exchange Traded Equities6%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 78

Active vs passive

$144M in ETFs

Passive

31%

$44.6M

Active

65%

$99.3M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	Wisdom Tree	Passive	Ultrashort Bond	$12.3M	244,868	8.57%

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Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area: Dallas-Fort Worth, TX-OK
Region: South
County: Dallas
Address: 8111 Lyndon B Johnson Fwy
Time zone: CT (UTC-6)
Office locations

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