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BONA FIDE WEALTH

· CRD 330982 · IAPD ↗ · bonafide-wealth.com · 512-882-3899

$144.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — BONA FIDE WEALTH reported RAUM up 42% ($101.6M -> $144.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
December 2025 — BONA FIDE WEALTH now reports custody of client assets ($26.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
October 2024 — BONA FIDE WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
64
September 2024 — BONA FIDE WEALTH reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
June 2024 — BONA FIDE WEALTH (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 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.