Heather Boneparth is a control person of Bone Fide Wealth and directly owns under 5% of it. Heather Boneparth holds a Bachelor's degree in journalism from the University of Florida and a J.D. from Benjamin N. Cardozo School of Law.
Bone Fide Wealth is an investment adviser based in New York, NY, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $127 million, as filed on 23 March 2026. Its fees, ownership and offices are on the firm’s profile.
Heather Boneparth is Director of Business and Legal Affairs of Bone Fide Wealth. She joined the firm in 2023 in that role and later became its Chief Compliance Officer as well. As a lawyer, she spent more than a decade in the commercial insurance industry before joining.
- CRD
- 8049222
- Firm
- Bone Fide Wealth · CRD 301066
- Role
- CCO
- In role since
- March 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- New York, NY
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bonefidewealth.com
Where does Heather Boneparth work?
Heather Boneparth has been CCO of Bone Fide Wealth, LLC since March 2025, and is a control person of the firm.
How can I verify Heather Boneparth’s record?
Heather Boneparth’s role is listed on Bone Fide Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 301066.