Key facts
- Notable investors include Rise Growth Partners.
- Status: Privately Held (backing).
Leadership
- Adrian MoralesInvestment Analyst
- Alexis MillerDirector of Investment Research and Member of the Investment Committee
- Anthony HoldenAssociate Director of Investment Research
- Bill SpellmanInvestment Research & Planning Analyst
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for OnePoint BFG Wealth Partners
- ·The full record, as it builds
Funding rounds
No funding rounds for OnePoint BFG Wealth Partners are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About OnePoint BFG Wealth Partners
Provider of financial services catering to its clients in Fairfield, New Jersey. The company specializes in offering financial planning, insurance planning, investment management, risk management, wealth management, estate planning, retirement planning, and financial wellness to its clients.
- Sector
- Financial Services
- HQ
- Parsippany, NJ, United States
- Employees
- 169
- Website
- onepointbfg.com/
- Ownership
- Privately Held (backing)
OnePoint BFG Wealth Partners doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in OnePoint BFG Wealth Partners shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on OnePoint BFG Wealth Partners in its N-PORT filings yet. We sweep new filings monthly.