Bondwire

Bondwire is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in Weston, Florida. On its latest Form ADV, filed March 3, 2026, it reports $49M in regulatory assets under management, 226 individual clients and 9 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Florida
Firm CRD number	148710
Office	2645 Executive Park Drive Suite 402 Weston, FL 33331
Phone	(754) 206-0011
Website	www.bondwire.com
Regulatory assets under management	$49M ($49M discretionary)
Individual clients	215 non-high-net-worth, 11 high-net-worth
Financial planning clients	Not reported
How it charges	Percentage of assets, Other
Services	Portfolio management, Selection of other advisers
Employees	16
Disciplinary disclosures	None reported
Latest Form ADV filing	March 3, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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