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BONE FIDE WEALTH

NEW YORK, NY · CRD 301066 · IAPD ↗ · 212-390-1161

$126.7MRegulatory AUM
2Advisory reps
4Employees
34Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — BONE FIDE WEALTH notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2026 — BONE FIDE WEALTH reported RAUM up 54% ($82.1M -> $126.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — BONE FIDE WEALTH reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.