Investment adviser · CRD 301066

BONE FIDE WEALTH

Investment adviser filing (IA)

BONE FIDE WEALTH, LLC

NEW YORK, NY, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$127M
Form ADV · Item 5.F
Client accounts
668
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Individuals157$69,040,34754.5%
High-net-worth individuals23$56,291,82144.4%
Corporations & businessesFewer than 5$1,417,5921.1%
Banks & thriftsFewer than 5$00.0%
Retirement plansFewer than 5$00.0%
CharitiesFewer than 5$00.0%
Government entitiesFewer than 5$00.0%
Other investment advisersFewer than 5$00.0%
Insurance companiesFewer than 5$00.0%
Sovereign wealth & foreign institutionsFewer than 5$00.0%
Filing source

Form ADV 2063413 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7 WORLD TRADE CENTER, 46TH FLOOR
NEW YORK, NY, 10007, United States

CRD 301066

Filing source

Form ADV 2063413 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.