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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
About Bona Fide Wealth
Bona Fide Wealth is an Austin, TX-based RIA providing financial planning and discretionary asset management, with additional support for tax, estate, insurance, and business succession needs. The firm emphasizes diversified asset allocation and risk management, using ETFs, mutual funds, and fixed income in portfolios. Custodies with Charles Schwab and supports Pontera for held-away assets.
Reported data analysis
What the numbers show
Between August 28, 2025 and March 27, 2026, reported AUM increased 41.9%, from $101.6M to $144.2M.
Across 3 reported observations, AUM increased 42.9% between August 30, 2024 and March 27, 2026, from $100.9M to $144.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 55 clients, or 55 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
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Owner & Executives
MARYBETH CHRISTINE MEYER
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #4831666
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,155,656 | $696,404 |
| Non-Discretionary | $0 | -- |
| Total | $144,155,656 | $696,404 |
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Separately Managed Accounts
SMA allocation detail is available
Bona Fide Wealth has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.