Bfi Wealth Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 25, 2026, reports $145M in regulatory assets under management, 1 employee, and 550 accounts.
Assets Under Management
$145M
Employees
1
Offices
--
Total Clients
230
Primary office
DALLAS, TX
8111 LYNDON B JOHNSON FWY, SUITE 1065, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
156
2
HNWI
32.2%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 25, 2026
Discretionary97.9%
$142M
98% of total RAUM97.9%
Non-discretionary2.1%
$3M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts550
10Y AUM Change+$20M (+16.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee230:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.