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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-19-2019
- Office Locations
- 2
Office Locations
About Bone Fide Wealth
Bone Fide Wealth is a New York-based wealth management firm that leads with personalized financial planning, then builds investing and risk-management strategies around each client’s goals. The team focuses on modern households across generations, with an emphasis on millennial and Gen Z professionals and couples. Portfolios can include public funds and ETFs, and the firm amplifies its reach through newsletters, media appearances, and a forthcoming book on couples and money.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DOUGLAS ADAM BONEPARTH
Financial Advisor, President
- CRD
- #4790408
- Ownership
- 75% or more
Heather Boneparth
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CLIFFORD CHARLES CORNELL III
--
- CRD
- #7216126
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,749,760 | $189,745 |
| Non-Discretionary | $0 | -- |
| Total | $126,749,760 | $189,745 |
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Separately Managed Accounts
Total SMA Asset: $126,749,760
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $109,809,265 | 25.2% |
| Public Funds | $117,217,033 | 26.9% |
| Cash | $85,842,957 | 19.7% |
| U.S. Government/Agency | $122,881,798 | 28.2% |
| Total | $435,751,053 | 100.0% |