# BFI Wealth Solutions, LLC

> BFI Wealth Solutions, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 319185
- Filed as: BFI WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319185
- AdvisorCensus page: https://advisorcensus.com/firm/bfi-wealth-solutions-llc-dallas-tx-319185

## Quick answers

**How is BFI Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BFI Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is BFI Wealth Solutions, LLC located?**
BFI Wealth Solutions, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is BFI Wealth Solutions, LLC registered with the SEC or a state?**
BFI Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319185.

**How much does BFI Wealth Solutions, LLC manage?**
BFI Wealth Solutions, LLC reports $145,000,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (98% discretionary).

**How have BFI Wealth Solutions, LLC's assets and staff changed since 2024?**
In the Form ADV data for BFI Wealth Solutions, LLC: Regulatory assets under management: $125,000,000 in the October 2024 data and $145,000,000 in the October 2026 data, up 16%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BFI Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (156); high net worth individuals (74).

**Which custodians does BFI Wealth Solutions, LLC use?**
BFI Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does BFI Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319185

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $145,000,000
- Discretionary: $142,000,000
- Non-discretionary: $3,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $55,000,000 |
| High net worth individuals | 74 | $90,000,000 |
| Corporations or other businesses not listed above | 0 | Not reported |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, LA, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $125,000,000 | 1 | August 5, 2024 |
| October 2025 | $148,000,000 | 1 | July 7, 2025 |
| October 2026 | $145,000,000 | 1 | March 25, 2026 |

Regulatory assets under management: $125,000,000 in the October 2024 data and $145,000,000 in the October 2026 data, up 16%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BFI Wealth Solutions, LLC (CRD 319185): Form ADV filing data as of October 2026.