SourcingSourcing

BFI WEALTH SOLUTIONS, LLC

B55
CRD 319185·SEC 801-130638·DALLAS, TX
AUM
$145.0M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$435K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BFI WEALTH SOLUTIONS, LLC
CRD
319185
SEC file #
801-130638
EIN
862697377
DBA names
—

Economics

AUM
$145.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$148.0M → $145.0M▼ -2%
Client mix
Individuals Other156
Individuals High Net Worth74

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIEL FISETTE IACONO, LLP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
BIEL FISETTE IACONO, LLP
CLEMENSEN, JAMES, PAUL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110651
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-19
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001172661-26-002267

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1379
Soi Zip Pct 200k Plus
0.0394
Soi Zip Returns 200k Plus
80
Soi Zip Total AGI
211,388
Fdic Zip Total Deposits
19,318,560,000
Fdic Zip Branch Count
100
Fdic Zip Top Banks
TBK BANK, SSB
Tbk Bank, SSB

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
8111 LBJ FWYSUITE 1065DALLAS, TX 75251
Business
8111 LBJ FWYSUITE 1065DALLAS, TX 75251
Edgar EIN
862697377
Edgar Recent Filings
13F-HR2026-05-15 · 0001172661-26-002267
13F-HR2026-02-19 · 0001172661-26-001316
Fdic Zip Branches Raw
First Interstate Bank of Texas, National AssociationDallas, TX
United Texas BankDallas, TX
Fdic Zip HHI
3219.06
Fdic Zip Top Bank Share Pct
44.38
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI7,715
Returns540
Stub 2
AGI20,959
Returns560
Stub 3
AGI26,770
Returns440
Soi Zip Total Business Income
4,489
Soi Zip Total Cap Gains
4,690
Soi Zip Total Dividends
4,465
Soi Zip Total Returns
2030
Trust Company Affiliate
No

People (1)

1
CLEMENSEN, JAMES, PAUL
IAR · Executive Officer · 2.5%
5199235