RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CLEMENSEN, JAMESICEO & CCONA Control
CLEMENSEN, JAMES, PAULICEO & CCONA Control
CLEMENSEN, JAMES, PAULICEO & CCONA Control
CLEMENSEN, JAMES, PAULICEO & CCONA Control
CLEMENSEN, JAMES, PAULICEO & CCONA Control
CLEMENSEN, JAMES, PAULICEO & CCONA Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control
BIEL FISETTE IACONO, LLPDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Iacono, Eric, PIBIEL FISETTE IACONO, LLPC Control
Iacono, Eric, PIBIEL FISETTE IACONO, LLPC Control
Iacono, Eric, PIBIEL FISETTE IACONO, LLPC Control
SCHMITZ, DAVID, EIBIEL FISETTE IACONO, LLPC Control
SCHMITZ, DAVID, EIBIEL FISETTE IACONO, LLPC Control
SCHMITZ, DAVID, EIBIEL FISETTE IACONO, LLPC Control
Viere, Samuel, G.IBIEL FISETTE IACONO, LLPC Control
Viere, Samuel, G.IBIEL FISETTE IACONO, LLPC Control
Viere, Samuel, G.IBIEL FISETTE IACONO, LLPC Control

Registrations

Federal

IA
Sep 26, 2025 REGISTERED

Notice Filings (4)

FL LA MN TX

Address

8111 LYNDON B JOHNSON FWY SUITE 1065
SUITE 1065
DALLAS, TX 75251
United States
Phone: 469-646-0429