Bili Finance

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Tucson, Arizona
CRD number
339828
Registered since
February 27, 2026
Fee structure
Subscription Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bili Finance LLC is an individually owned advisory firm that registered with the SEC in 2026. The firm markets portfolio management services to individuals and small businesses and bills clients via subscription fees rather than traditional AUM-based or hourly models. Regulatory and operating metadata lists the firm as "Unclassified." It is not identified as a multi-state adviser, an active ESG investor, a capital allocator, a pension consultant, or a related adviser, and it is not flagged as a newly formed adviser.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Tyler Yahraes

    CRD 8198427

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tucson, AZ

Pima

Location

Tucson, AZ

Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
Pima
Address
5669 N Oracle Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth