B
$144.2M Total AUM
$144.2M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
-- Austin TX
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.
Team overview
-- AVG AGE
$144.2M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MARYBETH CHRISTINE MEYER
Chief Compliance Officer, Managing Member, Wealth Management Advisor
- CRD
- #4831666
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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