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Douglas Adam Boneparth

Investment adviser representative at Bone Fide Wealth
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$126.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Bone Fide Wealth, LLCNov 2016 to now
  2. Commonwealth Financial NetworkNov 2012 to Aug 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Bone Fide Wealth

Legal name: Bone Fide Wealth, LLC

$126.7MAssets managed
181Clients
2Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4790408
Firm CRD
301066
Advisor's SEC record (opens in a new tab)
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