BFI Wealth Solutions, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 319185
- Registered since
- July 5, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.07%
- Individuals37.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
BFI Wealth Solutions, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, offering portfolio management services for individuals and small businesses on a percentage-of-AUM fee basis. It operates as a single-office adviser and does not function as a capital allocator; product selection appears focused on implementing client portfolios rather than operating third-party investment vehicles. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. An accounting affiliation is listed among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- US Government Bonds8%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
James Clemensen
Chief Executive OfficerCRD 5199235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$133M in ETFs
33%
$44.4M
65%
$88.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $13.2M | 261,914 | 9.91% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 8111 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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