Marybeth Christine Meyer
Investment adviser representative at Bona Fide Wealth
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$144.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Bona Fide WealthMar 2024 to now
- Ml&r Wealth Management LLCJun 2021 to Mar 2024
- Austin AssetNov 2009 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bona Fide Wealth
Legal name: Bona Fide Wealth, LLC
$144.2MAssets managed
55Clients
1Advisers
2 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
- 4831666
- Firm CRD
- 330982