# BFA Wealth Management

> BFA Wealth Management is a state-registered investment advisory firm in Boca Raton, FL, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 241793
- Filed as: BFA WEALTH MANAGEMENT
- Legal name: BFA Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/241793
- AdvisorCensus page: https://advisorcensus.com/firm/bfa-wealth-management-boca-raton-fl-241793

## Quick answers

**How is BFA Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), BFA Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is BFA Wealth Management located?**
BFA Wealth Management's principal office is in Boca Raton, FL, according to its Form ADV.

**Is BFA Wealth Management registered with the SEC or a state?**
BFA Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 241793.

**How much does BFA Wealth Management manage?**
BFA Wealth Management reports $14,900,000 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**What types of clients does BFA Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25); high net worth individuals (4).

**Does BFA Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/241793

**What changed in BFA Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 0 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,900,000
- Discretionary: $14,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | $8,300,000 |
| High net worth individuals | 4 | $6,600,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bfawealth.com
- Facebook @MATEOJDELLOVO
- Instagram @MATEODELLOVO
- LinkedIn @MATEODELLOVO
- LinkedIn @bfa-wealth-management
- TikTok @MATEODELLOVO
- X @BFAWealth
- X @mateodellovo
- YouTube @Mateodellovo

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 0 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BFA Wealth Management (CRD 241793): Form ADV filing data as of October 2026.