BONE FIDE WEALTH
Latest filing: Mar 10, 2025 (184 days ago)
AUM
$82,098,522
16% change vs. 1 year ago
-11% change vs. 3 years ago
24% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
0% change vs. 1 year ago
33% change vs. 3 years ago
100% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
7 WORLD TRADE CENTER, NEW YORK, NY, UNITED STATES, 10007
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 110 | $0.0 |
| Average Individual AUM | $365,188 | |
| HNW | 20 | $0.0 |
| Average HNW AUM | $2,031,170 | |
| Retail Total | 130 | $0.1 |
| Average Retail AUM | $621,493 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | BOSTON-MA-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 4% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 88% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CLIFFORD CORNELL III | NEW YORK | NY | S65|2021-10-23 | ||||||
| DOUGLAS BONEPARTH | NEW YORK | NY | S66|2005-08-16 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.1 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | 16% | 4 | 0 | 0% |
| 2023-04-04 | $0.1 | $0.0 | -2% | 4 | 0 | 0% |
| 2022-04-01 | $0.1 | $0.0 | -11% | 3 | 1 | 33% |
| 2021-04-05 | $0.1 | $0.0 | 4% | 2 | 2 | 100% |
| 2020-04-01 | $0.1 | $0.0 | 24% | 2 | 2 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, CA-09/23/2019, FL-09/23/2019, NJ-10/03/2019, NY-09/23/2019, PA-08/27/2021, TX-05/05/2021 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV