Marybeth Meyer has been Managing Member/Chief Compliance Officer of Bona Fide Wealth since March 2024, is a control person of the firm and directly owns 75% or more of it.
Bona Fide Wealth, LLC is a firm with $144M under management, 55 clients and 1 adviser in one office, as of its March 2026 filing.
Marybeth Meyer’s longest registration was 10 years at Austin Asset (2011–2021). Before joining Bona Fide Wealth in 2024, Marybeth Meyer was registered through ML&R Wealth Management LLC and Austin Asset.
- ML&R Wealth Management LLC– · 2 yearsAustin, TX · Adviser representative · Firm CRD 109359
- Austin Asset– · 10 yearsAustin, TX · Adviser representative · Firm CRD 105441
Investment adviser representative registrations
Marybeth Meyer is registered as an investment adviser representative in Texas, since May 2024.
- TexasSince 3 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 10 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2004 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Marybeth Christine Meyer
- CRD
- 4831666
- Firm
- Bona Fide Wealth · CRD 330982
- Role
- Managing Member/Chief Compliance Officer
- Office
- Austin, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Marybeth Meyer work?
Marybeth Meyer has been Managing Member/Chief Compliance Officer of Bona Fide Wealth, LLC since March 2024, and is a control person of the firm.
Is Marybeth Meyer a financial advisor?
Yes. Marybeth Meyer has a current investment-adviser registration in Texas, through Bona Fide Wealth since May 2024.
How many years of experience does Marybeth Meyer have?
Marybeth Meyer has 15 years in the financial industry, since May 2011, across 3 adviser firms.
What exams has Marybeth Meyer passed?
Marybeth Meyer has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in July 2004.
Where did Marybeth Meyer work before Bona Fide Wealth?
Before Bona Fide Wealth, Marybeth Meyer was registered through ML&R Wealth Management LLC, June 2021 to March 2024; Austin Asset, February 2011 to May 2021.
Where is Marybeth Meyer based?
Marybeth Meyer’s registered office is in Austin, TX.
Is Marybeth Meyer registered with FINRA?
No. Marybeth Meyer has no current broker registration.
How can I verify Marybeth Meyer’s record?
Search CRD 4831666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marybeth Meyer’s full registration record.