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Bank / Wealth / TrustRIA · CRD 301066SEC-Registered

Updated:

Bone Fide Wealth

Bone Fide Wealth was established in 2016. It operates as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory...

Overview

Bone Fide Wealth was established in 2016. It operates as a US-based wealth manager and registered investment advisor. The firm delivers investment advisory services that include asset management, financial planning, and portfolio management. It serves individuals and high-net-worth families from its New York base. No specific asset-class allocations or named holdings appear in available records. No recent operational events from the last 24 months are documented. Team size and additional offices remain undisclosed. The firm functions as a standard RIA without evident hybrid structures, co-investor clubs, or succession details in public sources.

General information

Firm type

Bank / Wealth / Trust

Year founded

2016

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, United States

Frequently asked questions

Who runs investment decisions at Bone Fide Wealth?

No named principals or CIO appear in available records.

Does Bone Fide Wealth participate in fund commitments or only direct deals?

Available information does not specify fund commitments versus direct investments.

What investment stages does Bone Fide Wealth typically target?

No stage preferences are stated in source material.

How is Bone Fide Wealth related to any parent or spinout?

No parent entity or spinout relationship is documented.

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