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BFI Wealth Solutions
BFI Wealth Solutions, LLC is an SEC-registered investment adviser in Dallas, TX, registered since 2024. The firm manages $145 million in assets, with $142...
BFI Wealth Solutions
BFI Wealth Solutions, LLC is an SEC-registered investment adviser in Dallas, TX, registered since 2024. The firm manages $145 million in assets, with $142 million managed on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs BFI Wealth Solutions?
No named principals or leadership team members have been identified through public records or firm disclosures as of 2026. The firm's ownership and management structure is not publicly available.
What is the AUM of BFI Wealth Solutions?
BFI Wealth Solutions has not disclosed its assets under management. No AUM figure appears in regulatory filings, media reports, or the firm's own materials.
What services does BFI Wealth Solutions offer?
Based on its name and RIA registration, the firm likely provides wealth management or financial advisory services. However, no specific service offerings, investment strategies, or client types have been confirmed through public sources.
Is BFI Wealth Solutions a single-family office?
There is no public evidence that BFI Wealth Solutions operates as a family office. Its RIA registration suggests it may serve multiple clients, but the firm's client structure is unconfirmed.
Where is BFI Wealth Solutions headquartered?
The firm's headquarters location has not been publicly identified. No address, city, or state has been confirmed through firm materials or regulatory filings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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