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BFA WEALTH MANAGEMENT

BFA WEALTH MANAGEMENT, LLC

CRD 241793

Visit website

3013 YAMATO RD SUITE B12, 121, BOCA RATON, FL, 33434, United States

Phone

774-696-0305

Fax

Registration

— (—)

Source

State registered

Total AUM

$14.9M

Discretionary AUM

$14.9M

Team

0 total employees; 0 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$8.3M
High net worth individuals4$6.6M

All web addresses on file

Official SEC filing: View on IAPD