BFI WEALTH SOLUTIONS, LLC
CRD #319185 SEC #801-130638 DALLAS, TX 469-646-0429
SEC Registered
Total AUM
$148M
Discretionary
$145M
Employees
1
Clients
--
Accounts
631
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $148M | $145M | $3M | 1 | 0 |
| Jul 2025 | $148M | $145M | $3M | 1 | 0 |
| Mar 2025 | $150M | $148M | $2M | 1 | 0 |
| Aug 2024 | $125M | $123M | $2M | 1 | 0 |
| Jun 2024 | $125M | $123M | $2M | 1 | 0 |
| Jun 2024 | $125M | $123M | $2M | 1 | 0 |
DateSep 2025
Total AUM$148M
Discretionary$145M
Non-Disc.$3M
Employees1
Clients0
DateJul 2025
Total AUM$148M
Discretionary$145M
Non-Disc.$3M
Employees1
Clients0
DateMar 2025
Total AUM$150M
Discretionary$148M
Non-Disc.$2M
Employees1
Clients0
DateAug 2024
Total AUM$125M
Discretionary$123M
Non-Disc.$2M
Employees1
Clients0
DateJun 2024
Total AUM$125M
Discretionary$123M
Non-Disc.$2M
Employees1
Clients0
DateJun 2024
Total AUM$125M
Discretionary$123M
Non-Disc.$2M
Employees1
Clients0