BONA FIDE WEALTH, LLC

BONA FIDE WEALTH, LLC is an SEC-registered investment adviser (CRD 330982). Regulatory assets under management: $144.2M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Marybeth Christine MeyerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER
MEYER MARYBETH CHRISTINEMANAGING MEMBER/CHIEF COMPLIANCE OFFICER

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