Bfi Wealth Solutions, Llc
- Regulatory AUM
- $145M
- Discretionary
- $142M
- Clients
- 230
- Avg AUM / client
- $630K
- Accounts
- 550
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 156 | $55.0M | 37.9% |
| High net worth individuals | 74 | $90.0M | 62.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Iacono, Eric, P | General Partner | Aug 2015 (11y) | ≈ 18.75% – 50% via Biel Fisette Iacono, Llp | |
| Schmitz, David, E | General Partner | Aug 2015 (11y) | ≈ 18.75% – 50% via Biel Fisette Iacono, Llp | |
| Viere, Samuel, G. | General Partner | Jan 2018 (9y) | ≈ 18.75% – 50% via Biel Fisette Iacono, Llp | |
| James Paul Clemensen | Ceo & Cco | CFP | Mar 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Biel Fisette Iacono, Llp | Managing Member | Mar 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Iacono, Eric, P: 25% – 50% of Biel Fisette Iacono, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Schmitz, David, E: 25% – 50% of Biel Fisette Iacono, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Viere, Samuel, G.: 25% – 50% of Biel Fisette Iacono, Llp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- LPL Financial $145M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗