$15.1B Total AUM
$14.5B Disc. AUM
22.7% 3Y CAGR
205 Employees
8,674 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Crest glacierSummit +more
- Established Date
- 02-14-2022
- Office Locations
- 21
Office Locations
145 Lincoln AVE Suite B Winter Park FL
25 Burlington Mall Road Suite 330 Burlington MA
251 E. Merrill Street Suite 204 Birmingham MI
About Onepoint BFG Wealth Partners
OnePoint BFG Wealth Partners provides wealth management for high-net-worth clients, with specialized support for corporate executives navigating equity compensation and concentrated stock. Its One Touch approach centers on a dedicated advisor backed by specialists in investments, tax, and estate strategy to coordinate a client’s full financial picture. The firm reported 96% satisfaction in a 2024 client survey and was ranked #88 on Forbes’ “America’s Top RIA Firms” list (2024).
Team overview
47 AVG AGE
$145.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.5 yrs AVG TENURE
205 Employees
104 Advisory Reps
97 RIA Reps
4yrs Firm Age
Insights
Full visibility includes strategy notes for momentum optima.
See the complete signal summary connected to vertex frontier.
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See the complete signal summary connected to insight unison.
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Full visibility includes strategy notes for foundation glacier insight.
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Asset Classes
Atlas bridge Wave crest Crest element Prime bridge Vertex Quantum Pathway peak Harbor Element crest Prime wave
Client Personas
Timber Value zenith Delta Delta Optima value
CRM
Bridge ridge Glacier summit
Custodian
Pathway Harbor Radial Vital Prime radial North oak Optima vector Vector unison Radial Vector Vertex Atlas foundation Element Vital crest Optima North focus Zenith Ember element Pioneer prime Prime alpha Ember ember Optima alpha Unison Bridge Optima Wave prime
Investment Themes
Peak Capital Oak value
Investment Vehicles
Vertex insight Catalyst North
Platform
Foundation optima Peak zenith Eagle Momentum Zenith ridge
Services
Focus Ridge harbor Signal Vector Pioneer north Momentum summit Signal signal Element alpha Horizon frontier Timber unison Catalyst Ridge ridge Focus Horizon Beacon ridge
Technology
Vital focus Zenith ember Crest Matrix ember
Owner & Executives
M
MICHAEL IAN AXELROD
Wealth Advisor
- CRD
- #2595831
- Ownership
- Less than 5%
(729) 355-8139
element.vital@optimacapital.com
in linkedin.com/in/capital-fusion
PETER DAVID BOOCKVAR
Chief Investment Officer, Investment Advisor Representative
- CRD
- #2551482
- Ownership
- Less than 5%
(368) 640-8646
vertex.radial@momentumcapital.com
in linkedin.com/in/ridge-vertex
R
Radial delta
Signal delta
- CRD
- #21197
- Ownership
- 29.7%
(303) 482-3570
north.ember@beaconcapital.com
in linkedin.com/in/meridian-beacon
Showing 2 of 10 owners & executives
Unlock allContacts
DANIEL J AGUANNO
Financial Advisor, General Partner
- CRD
- #5346652
(269) 619-3289
ridge.ridge@zenithcapital.com
in linkedin.com/in/wave-pioneer
M
MICHAEL J ALBERTINE
Financial Advisor, General Partner
- CRD
- #5408228
(256) 569-6238
zenith.insight@embercapital.com
in linkedin.com/in/meridian-insight
M
Matrix crest
Meridian focus ridge
- CRD
- #45371
(860) 773-6709
delta.summit@valuecapital.com
in linkedin.com/in/radial-bridge
Showing 2 of 113 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,457,603,315 | $516,620 |
| Non-Discretionary | $669,896,301 | $3,058,887 |
| Total | $15,127,499,616 | $536,360 |
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Separately Managed Accounts
Total SMA Asset: $15,127,499,616
Public Funds:
12.3% Equity - Exchange:
19.8% Cash:
5.7% Municipal Bonds:
31.7% U.S. Government/Agency:
30.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $510,730,972 | 12.3% |
| Equity - Exchange | $822,152,297 | 19.8% |
| Cash | $236,680,207 | 5.7% |
| Municipal Bonds | $1,316,274,132 | 31.7% |
| U.S. Government/Agency | $1,266,446,721 | 30.5% |
| Total | $4,152,284,329 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE SUMMIT | OAK ALPHA | N4A4VY2EF | SJA | 11.55% | $22,000,872 |
| HARBOR QUANTUM OPTIMA | VALUE MOMENTUM | DE30FWM81 | RBN | 3.20% | $56,433,846 |
| NORTH TIMBER SUMMIT | PEAK DELTA | 0BTE0ZKHR | LIO | 9.43% | $109,735,409 |
| BEACON TIMBER | OAK HORIZON | NPWZSMMXO | NQF | 5.80% | $35,272,109 |
| MOMENTUM FRONTIER | QUANTUM PATHWAY | XGU8PF2AM | QEX | 3.03% | $3,044,508 |
| SIGNAL ATLAS PRIME | MERIDIAN CREST | T3D7XMIAF | BYRA | 8.23% | $101,535,994 |
| HORIZON UNISON | HORIZON INSIGHT | COQO2GNZB | IPK | 0.69% | $60,437,839 |
| INSIGHT ZENITH | HARBOR TIMBER | WX9N5ZUAL | QHM | 1.81% | $12,753,822 |