BFI WEALTH SOLUTIONS, LLC

BFI WEALTH SOLUTIONS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 319185). Regulatory assets under management: $145.0M.

Registration

• CRD: 319185
• SEC file number: 801-130638
• Type: Registered investment adviser
• Location: 8111 LYNDON B JOHNSON FWY, SUITE 1065, DALLAS, TX, 75251
• Phone: 469-646-0429
• Latest filing: 2026-03-25
• Regulatory AUM: $145.0M
• Discretionary AUM: $142.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 550

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (9)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search