# BFA Wealth Management

BFA Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** bfawealth.com

## Regulatory record

- **CRD number:** 241793
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/241793

## About

BFA Wealth Management is a fee-only fiduciary advisory firm serving high-income professionals nationwide. Founded by Mateo Dellovo, the firm helps clients turn complex equity compensation and income into clear, tax-efficient wealth plans. It specializes in helping tech and biotech professionals simplify equity compensation, reduce taxes, and build lasting financial freedom.

## Sectors

- Technology, biotech, and healthcare professionals

## People

- Mateo Dellovo — Founder

## Questions

### Who are the key principals at BFA Wealth Management?

Named principals at BFA Wealth Management are not disclosed in publicly available sources. The firm does not list leadership team members or key operators on its publicly accessible materials. This level of confidentiality is common among smaller RIAs and family offices that choose not to publicize their personnel.

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Last updated: 2026-08-11T15:06:13.093Z

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