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BFI WEALTH SOLUTIONS, LLC

DALLAS, TX · CRD 319185 · IAPD ↗ · 469-646-0429

$145.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — BFI WEALTH SOLUTIONS, LLC now reports custody of client assets ($42.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2024 — BFI WEALTH SOLUTIONS, LLC (DALLAS, TX) is newly SEC-registered with $125.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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