Bone Fide Wealth logo

Bone Fide Wealth Employee Directory

Financial ServicesNew York, United States2-10 Employees

Bone Fide Wealth is a wealth management firm operating within the financial services sector. Based in New York City, it emphasizes a planning-first approach, taking time to understand a client's drivers, worries, and aspirations before advising on investments. The firm aims to educate and empower clients, arranging its guidance and portfolio decisions around what matters most to them, including the role of a spouse in planning. 

Its client base includes individuals and families across generations seeking tailored wealth guidance. With a small team based at 7 World Trade Center in New York, Bone Fide Wealth presents itself as a boutique firm within the broader financial services industry. The description implies a focus on planning and education as differentiators rather than a sole emphasis on investment products.

Find Bone Fide Wealth employees' phone numbers or email addresses

Bone Fide Wealth Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Bone Fide Wealth's Leadership

  • Stylized image of a person
    C. S.
    Director Of Operations

Bone Fide Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Bone Fide Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. S.
    Director Of Operations
    Oct 16, 2024

Frequently Asked Questions

What is Bone Fide Wealth known for?

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Bone Fide Wealth was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Bone Fide Wealth's company overview page for more information.

What is Bone Fide Wealth's most common email format?

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Bone Fide Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bone Fide Wealth email formats with LeadIQ.

How many employees does Bone Fide Wealth have currently?

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Bone Fide Wealth has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bone Fide Wealth's key employees and leadership?

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As of July 2026, Bone Fide Wealth's key employees include:

  • Director Of Operations: C. S.

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