SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bone Fide Wealth
New York, NY
Bone Fide Wealth, LLC, CRD 301066
Firm filing updated March 23, 2026 ·
- $126.7MAssets
- 2Advisory staff
- 668Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals157
- High net worth individuals23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 157 | $69.0 million |
| High net worth individuals | 23 | $56.3 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $0 |
| Charitable organizations | Fewer than 5 clients | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$126.7 million
- Accounts668
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Bone Fide Wealth, LLC SEC-registered investment advisor. CRD 301066, SEC file 801-117389.
- Registered with the SEC as an investment advisor (status date on record: September 23, 2019).
Is Bone Fide Wealth a fiduciary?
Short answer: Bone Fide Wealth is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.