RIA · CRD 152568SEC-Registered

Updated:

Bonacorsi Wealth Management

BONACORSI WEALTH MANAGEMENT is an SEC-registered investment adviser in AMHERST, NH. The firm manages approximately $73 million in regulatory assets.

Bonacorsi Wealth Management

BONACORSI WEALTH MANAGEMENT is an SEC-registered investment adviser in AMHERST, NH. The firm manages approximately $73 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Bonacorsi Wealth Management?

No named principals or investment committee members are publicly documented for the firm. Leadership and decision-making structure are not available from SEC filings, LinkedIn, or other public sources.

Is Bonacorsi Wealth Management a single family office or a multi-client RIA?

The firm is registered as a registered investment advisor (RIA), which suggests it serves multiple clients rather than a single family. However, no SEC Form ADV or other registration details are publicly accessible to confirm the client structure.

What investment stages or asset classes does Bonacorsi Wealth Management target?

No asset class or stage preferences have been publicly stated or reported. The firm's investment strategy is undetermined from available records.

Where does the wealth managed by Bonacorsi Wealth Management originate?

The origin of the underlying wealth is not disclosed. No principals or family branches have been publicly identified as sources of capital.

Does Bonacorsi Wealth Management maintain any philanthropic structures?

No charitable foundations or donor-advised funds have been publicly linked to the firm. Its corporate structure outside of the RIA registration is unknown.

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