Bona Fide Wealth

Overview

Bona Fide Wealth, LLC is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily to individual and family clients, with services also targeted at small businesses. The firm is fee-based, charging a mix of percentage-of-AUM and fixed fees, and its SEC registration is noted in 2024. Filings show the adviser operates with an individual owner structure and does not present as a capital allocator or multi-state adviser; it is not positioned as an active ESG investor. Investment activity centers on managing discretionary client portfolios. The firm’s filings highlight a clear preference for pooled public funds—mutual funds constitute the single largest asset type in client accounts—suggesting portfolio construction that relies on ready-made fund strategies for core equity and fixed-income exposures rather than heavy use of individual securities or proprietary product sleeves. Advisory activities listed on the filing are financial planning and portfolio management for individuals and small businesses, which aligns with the client mix and average account economics.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices