Onepoint Bfg Wealth Partners

RIASEC RegisteredEst. 2022

Total AUM

$15.1B

Discretionary

$14.5B

96% of AUM

Avg account

$536K

Accounts

28,204

Employees

205

Advisory reps

125

Firm details

Headquarters: Parsippany, New Jersey
CRD number: 318366
Registered since: February 14, 2022
Website: www.onepointbfg.com
Custodians: CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.32%
Individuals12.8%
Pension & Profit Sharing Plans4.24%
Corporations / Businesses0.63%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Onepoint Bfg Wealth Partners is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts as a capital allocator for both individual and institutional clients, offering financial planning and a broad range of portfolio management services, including management for individuals, pooled investment vehicles, small businesses and institutions. Its advisory menu includes pension consulting, manager selection, and educational workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor and lists an insurance company affiliation. The firm has been recognized in industry rankings, appearing on Forbes’ Top RIA Firms list in 2024 and on Barron’s Top 100 RIA Firms in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds61%
Exchange Traded Equities28%
Cash & Cash Equivalents5%
State & Local Bonds3%
US Government Bonds2%

Owners & executives

3 of 11

Vincent Nauheimer
Chief Operating OfficerCRD 5642320
Kyle DeRaedt
Partner, Chief Operating OfficerCRD 6159905
Kyle Wesley
Chief Technology OfficerCRD 6126269

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Contacts

3 of 114

Paul Kadesch
Wealth Management AdvisorCRD 5670562
Colin Smith
Partner and Private Wealth AdvisorCRD 5837307
Michael Armstrong
Co-Founder and Wealth Management AdvisorCRD 5183400

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 326

Active vs passive

$4.7B in ETFs

Passive

84%

$4B

Active

13%

$783M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$422M	563,885	8.90%

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Primary office

Parsippany, NJ

Morris

Location

Parsippany, NJ

Headquartered in Parsippany, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Morris
Address: 300 Kimball Dr
Time zone: ET (UTC-5)
Office locations

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