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Balefire, LLC

EST. AUM
$1,988,796,480

CONTACTS
28

CLIENT ACCOUNTS
1,871

Firm Details

Metro area Dallas
CRD Number 168733
Website balefirewealth.com
Client types

Overview

Balefire, LLC is a national wealth management firm born from the merger of two established firms, VisionPoint and Navitas, in 2025. This merger was driven by a shared mission to transform and modernize the wealth management experience, positioning Balefire as a guiding light in the industry—much like the symbolic balefire, historically known as a beacon that brings people together during times of transition and illuminates the way forward. Headquartered in Dallas, Texas, with a national presence through physical offices and virtual capabilities, Balefire offers a client-centric approach designed to help individuals, families, and businesses navigate their unique financial journeys with clarity, alignment, and confidence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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