Key facts
- BONA FIDE WEALTH is a other.
- BONA FIDE WEALTH reports $292K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 330982- Regulatory AUM
- $292K
- Private fund assets
- —
- Private funds
- —
- Staff
- 2
- Registered office
- —
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BONA FIDE WEALTH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for BONA FIDE WEALTH are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is BONA FIDE WEALTH's AUM?
- BONA FIDE WEALTH manages approximately $292K in assets.