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BFI WEALTH SOLUTIONS, LLC
CRD 319185 · SEC 801-130638
8111 LYNDON B JOHNSON FWY, SUITE 1065, DALLAS, TX, 75251, United States
Phone
469-646-0429
Fax
(214) 691-7201
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.0M
Discretionary AUM
$142.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $55.0M |
| High net worth individuals | 74 | $90.0M |
States served
LA, MN, TX, FL
Official SEC filing: View on IAPD