BFA Wealth Management

Overview

BFA Wealth Management is an independent, individual-owned LLC that provides financial planning and portfolio management primarily to individual and family clients. The firm charges a combination of assets-under-management fees and fixed fees. It also operates as a real estate broker and reports roles as sponsor, general partner, and managing member of pooled investment vehicles, indicating direct involvement in originating or operating private offerings alongside its advisory practice. BFA does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives