B
CRD: 319185
BFI Wealth Solutions, LLC
Dallas, TX, 75251
4696460429
$145.0M Total AUM
$142.0M Disc. AUM
-- 3Y CAGR
1 Employees
230 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2023
- Office Locations
- 1
Office Locations
8111 Lyndon B Johnson FWY Suite 1065 Suite 1065 Dallas TX
About BFI Wealth Solutions, LLC
BFI Wealth Solutions, LLC is a Dallas-based RIA. The firm has been operating for 3 years. Managing $145.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$145.0M AVG AUM / ADVISOR
$630.4K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Signal Horizon prime Glacier
Client Personas
Alpha
Investment Themes
Wave Vital Vertex
Investment Vehicles
Bridge zenith Meridian
Services
Signal Vertex Legacy Meridian crest Catalyst Glacier
Owner & Executives
J
JAMES PAUL CLEMENSEN
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #5199235
- Ownership
- Less than 5%
(979) 722-8416
bridge.harbor@focuscapital.com
in linkedin.com/in/pioneer-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,000,000 | $261,993 |
| Non-Discretionary | $3,000,000 | $375,000 |
| Total | $145,000,000 | $263,636 |
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Separately Managed Accounts
Total SMA Asset: $145,000,000
Public Funds:
13.3% U.S. Government/Agency:
36.8% Equity - Exchange:
21.8% Cash:
28.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $842,060,762 | 13.3% |
| U.S. Government/Agency | $2,329,912,484 | 36.8% |
| Equity - Exchange | $1,380,219,895 | 21.8% |
| Cash | $1,779,090,782 | 28.1% |
| Total | $6,331,283,923 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ATLAS RADIAL | WAVE EMBER | 98XJTOC18 | UDCCQ | 3.33% | $21,020,226 |
| HORIZON MOMENTUM FOUNDATION | EAGLE GLACIER | M2KKXD4T7 | AUW | 4.38% | $103,400,803 |
| INSIGHT BEACON MOMENTUM | BRIDGE EAGLE | 9PLKKQPZH | QEGH | 3.86% | $47,138,583 |
| FOCUS INSIGHT MATRIX | PATHWAY VERTEX | 07NSB7MAQ | PBHVN | 1.38% | $31,462,814 |
| EAGLE GLACIER OPTIMA | BRIDGE PATHWAY | B3I6XHXOG | OVYCC | 1.04% | $117,052,050 |
| CREST MATRIX OAK | DELTA LEGACY | 66FI88M6K | ANOFX | 6.63% | $89,926,012 |
| UNISON OAK EAGLE | PIONEER LEGACY | YWOQ55ZUU | DJVWH | 1.10% | $59,282,687 |
| EAGLE HORIZON | MERIDIAN QUANTUM | RS0T7TJNU | FJH | 2.80% | $56,838,852 |