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BONACORSI WEALTH MANAGEMENT
MIKE BONACORSI LLC
CRD 152568
5 OVERLOOK DRIVE #3, AMHERST, NH, 03031, United States
Phone
603-769-3111
Fax
603-769-3098
Registration
— (—)
Source
State registered
Total AUM
$73.3M
Discretionary AUM
$73.3M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 184 | $47.8M |
| High net worth individuals | 15 | $25.5M |
All web addresses on file
Official SEC filing: View on IAPD