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Bonfrisco Wealth Management
Bonfrisco Wealth Management is a US-based RIA for high-net-worth families. Type, strategy, and AUM are undisclosed.
Bonfrisco Wealth Management
Bonfrisco Wealth Management operates as a registered investment advisor in the United States, registered with the Securities and Exchange Commission. The firm's founding date and principals are not publicly disclosed. Bonfrisco suggests a family-operated structure, but no wealth origin or family name is confirmed via public sources. The firm's investment strategy is not publicly articulated. Based on its RIA registration, Bonfrisco is believed to manage balanced portfolios spanning equities, fixed income, and real assets. There are no confirmed direct investments or portfolio companies. Geographic diversification is unconfirmed, but registration with US regulators indicates a domestic focus. Team size and total assets under management are undisclosed. No additional offices, philanthropic vehicles, or operating companies have been identified. There is no dated activity from the last 24 months to report. Bonfrisco's structural differentiator is its opacity. The firm operates with a low public profile, which may align with a family office ethos of privacy. Its true architecture—whether single-family, multi-family, or purely advisory—remains unconfirmed.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Who runs Bonfrisco Wealth Management?
The principals of Bonfrisco Wealth Management are not publicly identified. The firm's SEC registration does not name a CEO or investment committee. Requests for management information are directed to contact details on the SEC filing.
What is Bonfrisco's investment strategy?
Bonfrisco has not disclosed a specific investment strategy. As an SEC-registered RIA, it is permitted to manage client assets across equities, fixed income, and alternatives. No specific sector, stage, geographic, or asset-class tilt is known.
Does Bonfrisco manage assets for a single family or multiple clients?
This is unclear from public records. The firm's name—Bonfrisco Wealth Management—suggests a multi-client RIA structure rather than a dedicated single-family office. SEC filings do not specify its client count or wealth origin.
What is Bonfrisco's AUM?
Bonfrisco has not publicly disclosed its AUM. The SEC does not require RIAs to publicly report AUM in the Investment Adviser Public Disclosure (IAPD) database. The AUM band is listed as Undisclosed.
Where is Bonfrisco Wealth Management headquartered?
Bonfrisco's headquarters location is not publicly listed. The firm is registered with the SEC as a US-based advisory firm, but its city and state are not included in the public IAPD record.
Does Bonfrisco have a website or LinkedIn page?
No public website or LinkedIn profile has been identified for Bonfrisco Wealth Management. This is consistent with the firm's low public profile. Inquiries must be made via SEC filing contact details.
Is Bonfrisco affiliated with any other firms or funds?
Public records show no affiliations with other investment advisors, funds, or family offices. Bonfrisco appears to operate as a standalone RIA. No parent or subsidiary entities are identified.
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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