# Bona Fide Wealth

Bona Fide Wealth is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** bonafidewealth.com

## Regulatory record

- **CRD number:** 330982
- **SEC file number:** 801-130208
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330982

## About

BONA FIDE WEALTH is an SEC-registered investment adviser since 2024. The firm manages approximately $144 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management

## People

- Douglas Boneparth — President and Founder

## Questions

### Who runs investment decisions at Bona Fide Wealth?

Douglas Boneparth, the firm's founder and President, leads all advisory and planning decisions. He holds the CERTIFIED FINANCIAL PLANNER™ designation and has built the firm's investment philosophy around his public commentary and writing. His profile as a CNBC contributor and author gives clients direct insight into the thinking that shapes their portfolios.

### What type of clients does Bona Fide Wealth typically serve?

The firm concentrates on millennials, high-earning professionals, and entrepreneurs in coastal cities — particularly those with complex compensation structures such as pre-IPO equity, RSUs, stock options, or concentrated investment positions. Boneparth has written and spoken extensively on the specific planning needs of this demographic, including managing student loan debt alongside aggressive savings targets.

### How does Bona Fide Wealth source its clients?

A meaningful portion of the firm's client pipeline originates from Douglas Boneparth's national media presence — his recurring CNBC segments, podcast, and published books act as a discovery mechanism. This media-integrated sourcing model, where the advisor is a visible public educator, allows the firm to attract clients who self-select into Boneparth's transparently communicated investment philosophy.

### Does the firm participate in fund commitments or direct deals?

Bona Fide Wealth's primary mode is advisory — building diversified portfolios for individual clients. Boneparth has discussed incorporating private market access for qualified clients, but the firm does not publicly operate as a fund sponsor making direct venture or private equity commitments. Its role is advisor, not institutional allocator.

## Related profiles

- [Packard Wealth Strategies](https://altss.com/profile/packard-wealth-strategies-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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