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- Custodian
- Charles Schwab & Company · Fiduciary Trust · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-24-2015
- Office Locations
- 1
Office Locations
About BFA Wealth Management
BFA Wealth Management is a fee-only fiduciary RIA serving high-income professionals nationwide—especially engineers, scientists, and executives in tech, biotech, and healthcare with concentrated equity compensation. The firm coordinates RSUs/ESPPs/options with tax planning and disciplined portfolio management, handling implementation and ongoing rebalancing. ETF-heavy allocations are a core vehicle in managed accounts.
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Owner & Executives
MATTHEW JAMES DELLOVO
Chief Compliance Officer, Managing Partner
- CRD
- #6335730
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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