RIA Intel›Advisers›Florida›BFA WEALTH MANAGEMENT, LLC

BFA WEALTH MANAGEMENT, LLC

Advisory

DELRAY BEACH, FL

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in FL

#2,084

of 2,610 advisers by AUM

Average account

$261K

across 57 accounts

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients29

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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