Tech stack
No one at Bona Fide Wealth has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $73M held · filed Aug 2024
A
Argent Trust Company
Per Form ADV · $17M held · filed Aug 2024