Onepoint Bfg Wealth Partners

RIASEC Registered

Total AUM

$15.1B

Discretionary

$14.5B

96% of AUM

Avg account

$536K

Accounts

28,204

Employees

205

Advisory reps

128

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 that serves individuals, families and institutional clients. The firm provides comprehensive wealth management and advisory services including financial planning, portfolio management for individuals and pooled vehicles, pension consulting, selection of outside managers, and educational workshops. Compensation arrangements include asset-based fees, hourly charges and fixed fees. The firm is an allocator to third‑party managers and integrates mutual funds and ETFs into its public market strategies while supplementing portfolios with private-market allocations. Onepoint Bfg Wealth Partners was recognized in industry rankings, appearing in Forbes’ Top RIA Firms list in 2024 and in 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 10

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 118

Paul Kadesch
Wealth Management AdvisorCRD 5670562
David Siegel
Partner, Private Wealth AdvisorCRD 5679167
Colin Smith
Partner and Private Wealth AdvisorCRD 5837307

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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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