{"url":"https://nivawealth.com/firms/bona-fide-wealth-330982","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330982","regulatoryAum":144155656,"crd":"330982","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4831666","suffix":null,"lastName":"MEYER","firstName":"MARYBETH","middleName":"CHRISTINE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-15","regulatoryAum":0,"clients":0,"employees":1,"offices":1},{"filedOn":"2025-03-26","regulatoryAum":101603737,"clients":41,"employees":2,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":144155656,"clients":55,"employees":2,"offices":1}],"secFileNumber":"801-130208","legalName":"Bona Fide Wealth, LLC","displayName":"Bona Fide Wealth","slug":"bona-fide-wealth-330982","website":"https://bonafide-wealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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Schedule","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029118","versionId":1029118,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-27","documentName":"BONA FIDE WEALTH ADV 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Comprehensive financial planning is a fixed fee of $2,000 to $12,000 per quarter, and stand-alone plans start at a flat $3,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029118","versionId":1029118,"submittedOn":"2026-03-27","documentName":"BONA FIDE WEALTH ADV 2A"},{"role":"other","program":"Project and Consultation Fees","summary":"Consultations and defined projects are billed a fixed project fee set in the financial planning agreement, which is negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029118","versionId":1029118,"submittedOn":"2026-03-27","documentName":"BONA FIDE WEALTH ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:44:01.953578+00:00","documents":[{"name":"BONA FIDE WEALTH ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029118","versionId":1029118,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":115883489},{"name":"Argent Trust Company","shortName":"Argent Trust","location":"Nashville, TN","smaAssets":18503757}],"custodyNote":"Bona Fide Wealth has custody of $38.4M in client assets for 19 clients.","otherCustodians":[],"leadership":[{"name":"Marybeth Meyer","title":"Managing Member/Chief Compliance Officer","crd":"4831666"}],"ownership":[{"label":"Marybeth Meyer","detail":"Managing member/chief compliance officer in the 75% or more ownership band and a control person, since March 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"512-882-3899","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":27},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330982/PDF/330982.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029118","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Bona Fide Wealth have?","answer":"Bona Fide Wealth has 55 clients and manages $144 million for them, as of March 2026. They include 40 high-net-worth individuals and 15 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bona Fide Wealth offer?","answer":"Bona Fide Wealth provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Bona Fide Wealth charge?","answer":"Bona Fide Wealth charges 0.50%–1.00% a year for its Asset Management Fee Schedule. The fee is billed in advance and is negotiable.","source":"BONA FIDE WEALTH ADV 2A, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bona Fide Wealth use?","answer":"Bona Fide Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $116M and Argent Trust Company (Nashville, TN), with $18.5M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bona Fide Wealth have?","answer":"Bona Fide Wealth has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Bona Fide Wealth invest in?","answer":"At the end of its last fiscal year, Bona Fide Wealth’s separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 8% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Bona Fide Wealth?","answer":"Bona Fide Wealth’s direct owner is Marybeth Meyer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bona Fide Wealth get paid?","answer":"Bona Fide Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Bona Fide Wealth?","answer":"Its phone number is 512-882-3899. Its website is bonafide-wealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}