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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Boneparth, Heather | I | CCO | NA | Control |
| Boneparth, Heather | I | CCO | NA | Control |
| Boneparth, Heather | I | CCO | NA | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT; CCO | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT | E | Control |
| BONEPARTH, DOUGLAS, ADAM | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (6)
CA FL NJ NY PA TX
Address
7 WORLD TRADE CENTER46TH FLOOR
NEW YORK, NY 10007
United States
Phone: 212-390-1161