BFA WEALTH MANAGEMENT

BFA WEALTH MANAGEMENT of DELRAY BEACH, FL is an SEC-registered investment adviser (CRD 241793). Regulatory assets under management: $14.9M.

Registration

• CRD: 241793
• Type: Registered investment adviser
• Location: 7145 CATALUNA CIRCLE, DELRAY BEACH, FL, 33446
• Phone: 774-696-0305
• Latest filing: 2026-07-24
• Regulatory AUM: $14.9M
• Discretionary AUM: $14.9M
• Accounts: 57

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 241793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search