BONE FIDE WEALTH, LLC

BONE FIDE WEALTH, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 301066). Regulatory assets under management: $126.7M.

Registration

• CRD: 301066
• SEC file number: 801-117389
• Type: Registered investment adviser
• Location: 7 WORLD TRADE CENTER, 46TH FLOOR, NEW YORK, NY, 10007
• Phone: 212-390-1161
• Latest filing: 2026-03-23
• Regulatory AUM: $126.7M
• Discretionary AUM: $126.7M
• Clients: 4
• Accounts: 668

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301066 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search