# Bona Fide Wealth

> Bona Fide Wealth is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 330982
- Filed as: BONA FIDE WEALTH
- Legal name: Bona Fide Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330982
- AdvisorCensus page: https://advisorcensus.com/firm/bona-fide-wealth-330982

## Quick answers

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

**How much does Bona Fide Wealth charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $3,000,000: 0.75% a year; $3,000,001 to $6,000,000: 0.5% a year; Above $6,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Bona Fide Wealth registered with the SEC or a state?**
Bona Fide Wealth is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330982.

**How much does Bona Fide Wealth manage?**
Bona Fide Wealth reports $144,155,656 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Bona Fide Wealth's assets and staff changed since 2024?**
In the Form ADV data for Bona Fide Wealth: Regulatory assets under management: $100,873,139 in the October 2024 data and $144,155,656 in the October 2026 data, up 43%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bona Fide Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (15).

**Which custodians does Bona Fide Wealth use?**
Bona Fide Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Argent Trust Company and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Bona Fide Wealth 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/330982

**Does Bona Fide Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Firm does not require a minimum balance to open an account." "We provide investment advisory services to individuals and high net worth individuals. Bona Fide Wealth does not impose a minimum account opening balance."

**What changed in Bona Fide Wealth's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $101,603,737 to $144,155,656 (+42%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Up to $1,000,000: 1% a year
- $1,000,001 to $3,000,000: 0.75% a year
- $3,000,001 to $6,000,000: 0.5% a year
- Above $6,000,000: see the brochure

> $0 – $1,000,000 1.00 % $1,000,001 - $3,000,000 0.75% $3,000,001 - $6,000,000 0.50% $6,000,001 + negotiable

> The fees shown above are annual fees and are negotiable based upon certain circumstances. No increase in the annual fee shall be effective without prior written notification.

- Account minimum: None

> The Firm does not require a minimum balance to open an account.

> We provide investment advisory services to individuals and high net worth individuals. Bona Fide Wealth does not impose a minimum account opening balance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Argent Trust Company
- Charles Schwab & Co., Inc.

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: $144,155,656
- Discretionary: $144,155,656
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $5,349,787 |
| High net worth individuals | 40 | $138,805,869 |

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

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

### Websites listed on Form ADV (Item 1.I)
- bonafide-wealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,873,139 | 2 | August 30, 2024 |
| October 2025 | $101,603,737 | 2 | March 26, 2025 |
| October 2026 | $144,155,656 | 2 | March 27, 2026 |

Regulatory assets under management: $100,873,139 in the October 2024 data and $144,155,656 in the October 2026 data, up 43%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $101,603,737 to $144,155,656 (+42%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bona Fide Wealth (CRD 330982): Form ADV filing data as of October 2026.