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Fund Manager

BFA Wealth Management

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BM
BFA Wealth Management

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2015

Number of Employees: 1

Ownership: Privately Held

Year End: December

Description

At BFA Wealth Management, we help high-income professionals like you reduce risk, minimize taxes, and protect your wealth. If you’re sitting on a large, concentrated stock position—whether through RSUs, ESPPs, or stock from acquisitions—you know the risks. One market dip, and years of hard-earned wealth could vanish. Worse yet, without the right tax strategy, the IRS could take hundreds of thousan

Contact

Website: Link to website

LinkedIn: linkedin.com/company/bfa-wealth-management

Address

3013 Yamato Rd Suite B12, 121, Boca Raton, Florida, United States

Date

As of: October 31, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

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Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

Fund Administrators

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Fund Auditors

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Switches

Last 12 months

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Team

Individuals

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