BONE FIDE WEALTH, LLC
Legal name: BONE FIDE WEALTH
CRD #301066 SEC #801-117389 NEW YORK, NY 212-390-1161
SEC Registered
Total AUM
$82.1M
Discretionary
$82.1M
Employees
4
Clients
51
Accounts
132
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $82.1M | $82.1M | $0 | 4 | 38 |
| Aug 2025 | $82.1M | $82.1M | $0 | 4 | 38 |
| Mar 2025 | $82.1M | $82.1M | $0 | 4 | 38 |
| Feb 2024 | $70.6M | $70.6M | $0 | 4 | 23 |
| Feb 2023 | $84.2M | $84.2M | $0 | 4 | 31 |
| Mar 2022 | $92.2M | $92.2M | $0 | 3 | 52 |
| Aug 2021 | $79.2M | $79.2M | $0 | 2 | 33 |
| May 2021 | $79.2M | $79.2M | $0 | 2 | 33 |
| Apr 2021 | $79.2M | $79.2M | $0 | 2 | 33 |
| Mar 2021 | $79.2M | $79.2M | $0 | 2 | 33 |
| Jun 2020 | $66.3M | $66.1M | $194K | 2 | 21 |
| Mar 2020 | $66.3M | $66.1M | $194K | 2 | 21 |
| Nov 2019 | $61.1M | $61.1M | $0 | 2 | 0 |
| Aug 2019 | $61.1M | $61.1M | $0 | 2 | 0 |
DateNov 2025
Total AUM$82.1M
Discretionary$82.1M
Non-Disc.$0
Employees4
Clients38
DateAug 2025
Total AUM$82.1M
Discretionary$82.1M
Non-Disc.$0
Employees4
Clients38
DateMar 2025
Total AUM$82.1M
Discretionary$82.1M
Non-Disc.$0
Employees4
Clients38
DateFeb 2024
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees4
Clients23
DateFeb 2023
Total AUM$84.2M
Discretionary$84.2M
Non-Disc.$0
Employees4
Clients31
DateMar 2022
Total AUM$92.2M
Discretionary$92.2M
Non-Disc.$0
Employees3
Clients52
DateAug 2021
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients33
DateMay 2021
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients33
DateApr 2021
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients33
DateMar 2021
Total AUM$79.2M
Discretionary$79.2M
Non-Disc.$0
Employees2
Clients33
DateJun 2020
Total AUM$66.3M
Discretionary$66.1M
Non-Disc.$194K
Employees2
Clients21
DateMar 2020
Total AUM$66.3M
Discretionary$66.1M
Non-Disc.$194K
Employees2
Clients21
DateNov 2019
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$61.1M
Discretionary$61.1M
Non-Disc.$0
Employees2
Clients0