{"url":"https://nivawealth.com/firms/bone-fide-wealth-301066","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/301066","regulatoryAum":126749760,"crd":"301066","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4790408","suffix":null,"lastName":"BONEPARTH","firstName":"DOUGLAS","middleName":"ADAM"},{"crd":"7216126","suffix":"III","lastName":"CORNELL","firstName":"CLIFFORD","middleName":"CHARLES"}],"total":2,"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":"2021-05-05","regulatoryAum":79218000,"clients":114,"employees":2,"offices":1},{"filedOn":"2022-03-04","regulatoryAum":92221269,"clients":111,"employees":3,"offices":1},{"filedOn":"2023-02-15","regulatoryAum":84154480,"clients":146,"employees":4,"offices":1},{"filedOn":"2024-02-13","regulatoryAum":70605620,"clients":123,"employees":4,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":82098522,"clients":132,"employees":4,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":126749760,"clients":181,"employees":4,"offices":1}],"secFileNumber":"801-117389","legalName":"Bone Fide Wealth, LLC","displayName":"Bone Fide Wealth","slug":"bone-fide-wealth-301066","website":"https://bonefidewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/301066/a7ec349e3f9cb742-r1.webp","tone":"dark","width":481,"height":200,"sourceUrl":"https://bonefidewealth.com","sourceLabel":"Bone Fide Wealth, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/bone-fide-wealth-llc/about","xUrl":"https://twitter.com/dougboneparth?lang=en","founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7 World Trade Center, 46th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10007"},"tradeNames":[],"registration":{"secApproved":"23 September 2019","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":696289.8222222222,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":126749760,"discretionary":126749760,"discretionaryAccounts":668,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":34},"clientTypes":[{"label":"Individuals (other than HNW)","clients":157,"regulatoryAum":69040347},{"label":"High-net-worth individuals","clients":23,"regulatoryAum":56291821},{"label":"Banking or thrift institutions","clients":0,"fewerThan5":true,"regulatoryAum":0},{"label":"Pension and profit-sharing plans","clients":0,"fewerThan5":true,"regulatoryAum":0},{"label":"Charitable organizations","clients":0,"fewerThan5":true,"regulatoryAum":0},{"label":"State or municipal government entities","clients":0,"fewerThan5":true,"regulatoryAum":0},{"label":"Other investment 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the advisory contract and is billed quarterly in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","versionId":1023768,"submittedOn":"2026-03-23","documentName":"2025 ADV PART 2 BROCHURE"},{"role":"other","program":"Held-Away Account Management","summary":"Held-away accounts managed through the program, including those accessed through Pontera, carry a maximum annual management fee of 1%, calculated quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","versionId":1023768,"submittedOn":"2026-03-23","documentName":"2025 ADV PART 2 BROCHURE"},{"role":"other","program":"Hourly Planning and Consulting","summary":"Hourly planning and consulting is $550 an hour with a one-hour minimum, negotiable and payable on completion of the work.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","versionId":1023768,"submittedOn":"2026-03-23","documentName":"2025 ADV PART 2 BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"Retirement plan consulting is hourly, flat, fixed or asset-based; asset-based consulting is at most 1.00% a year and hourly work at most $500 an hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","versionId":1023768,"submittedOn":"2026-03-23","documentName":"2025 ADV PART 2 BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T16:19:25.410668+00:00","documents":[{"name":"2025 ADV PART 2 BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","versionId":1023768,"submittedOn":"2026-03-23"}]},"custodians":[{"name":"Altruist Financial LLC","shortName":"Altruist","location":"Culver City, CA","smaAssets":126749760}],"custodyNote":"Bone Fide Wealth has custody of $72.2M for 159 clients.","otherCustodians":[],"leadership":[{"name":"Douglas Boneparth","title":"President","crd":"4790408"},{"name":"Heather Boneparth","title":"CCO","crd":"8049222"}],"ownership":[{"label":"Douglas Boneparth","detail":"President in the 75% or more ownership band and a control person, since December 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"7 World Trade Center, 46th Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-390-1161","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":70},{"label":"U.S. government/agency bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":23},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/301066/PDF/301066.pdf","brochureDate":"23 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1023768","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 Bone Fide Wealth have?","answer":"Bone Fide Wealth has 181 clients and manages $127 million for them, as of March 2026. They include 157 individual clients, 23 high-net-worth individuals and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Bone Fide Wealth offer?","answer":"Bone Fide Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","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 Bone Fide Wealth charge?","answer":"Bone Fide Wealth charges up to 1.00% a year for its Asset Management Services. The fee is negotiable.","source":"2025 ADV PART 2 BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Bone Fide Wealth use?","answer":"Bone Fide Wealth’s separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $127M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Bone Fide Wealth have?","answer":"Bone Fide Wealth has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 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 Bone Fide Wealth invest in?","answer":"At the end of its last fiscal year, Bone Fide Wealth’s separately managed accounts held 70% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 2% U.S. government and agency 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 Bone Fide Wealth?","answer":"Bone Fide Wealth’s direct owner is Douglas Boneparth (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Bone Fide Wealth get paid?","answer":"Bone Fide Wealth is paid through a percentage of assets under management, hourly charges 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 Bone Fide Wealth?","answer":"Bone Fide Wealth’s main office is at 7 World Trade Center, 46th Floor, New York, NY 10007. Its phone number is 212-390-1161. Its website is bonefidewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 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."}