AdvisorCensus / Financial advisors / New York / New York / Bone Fide Wealth
Bone Fide Wealth is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.
Quick answers
From the filingHow is Bone Fide Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Bone Fide Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Bone Fide Wealth charge?
Its Form ADV Part 2A brochure dated March 23, 2026 states: Hourly rate: $550 an hour (planning/consulting services); Hourly rate: $500 an hour (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Bone Fide Wealth located?
Bone Fide Wealth's principal office is in New York, NY, according to its Form ADV.
Is Bone Fide Wealth registered with the SEC or a state?
Bone Fide Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 301066.
How much does Bone Fide Wealth manage?
Bone Fide Wealth reports $126,749,760 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).
How have Bone Fide Wealth's assets and staff changed since 2021?
In the Form ADV data for Bone Fide Wealth: Regulatory assets under management: $79,218,000 in the October 2021 data and $126,749,760 in the October 2026 data, up 60%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Bone Fide Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (157); high net worth individuals (23); corporations or other businesses not listed above (1).
Which custodians does Bone Fide Wealth use?
Bone Fide Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Bone 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/301066
Does Bone Fide Wealth state an account minimum?
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Bone Fide Wealth does not require a minimum account size to obtain asset management services."
What changed in Bone Fide Wealth's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $82,098,522 to $126,749,760 (+54%). Registered or notice-filed in CO.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Bone Fide Wealth does not require a minimum account size to obtain asset management services.
Hourly rate: $550 an hour (planning/consulting services)
The brochure's wording
We also offer planning/consulting services on an hourly fee basis. This service is available to clients who have a specific need regarding one or a group of planning topics only. Our hourly fee is $550
Hourly rate: $500 an hour (Retirement Plan Consulting services)
The brochure's wording
Retirement Plan Consulting services are available on a negotiated hourly, flat, fixed, or asset-based fee basis. ... If fees are being charged on an hourly basis, they may not exceed $500 per hour.
As stated in the firm's Form ADV Part 2A brochure dated March 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$126,749,760 as of October 2026, filing dated March 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Bone Fide Wealth, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $126,749,760 | 4 | March 23, 2026 |
| October 2025 | $82,098,522 | 4 | March 10, 2025 |
| October 2024 | $70,605,620 | 4 | February 13, 2024 |
| October 2023 | $84,154,480 | 4 | February 15, 2023 |
| October 2022 | $92,221,269 | 3 | March 4, 2022 |
| October 2021 | $79,218,000 | 2 | August 27, 2021 |
Regulatory assets under management: $79,218,000 in the October 2021 data and $126,749,760 in the October 2026 data, up 60%.
Total employees: 2 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $82,098,522 to $126,749,760 (+54%).
- Registered or notice-filed in CO.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Bone Fide Wealth (CRD 301066): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/bone-fide-wealth-new-york-ny-301066